Rothschild Investment LLC’s RBC Bearings RBC Stock Holding History

Rothschild Investment LLC’s Portfolio RBC Stock Details RBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69M	Buy	2,617 +2,148	+458%	+$1.28M	0.06%	281
2026 Q1	$255K	Buy	469 +287	+158%	+$152K	0.01%	595
2025 Q4	$81.6K	Buy	182 +180	+9,000%	+$76.2K	﹤0.01%	872
2025 Q3	$781	Buy	2 +1	+100%	+$389	﹤0.01%	2689
2025 Q2	$385	Hold	1	–	–	﹤0.01%	2815
2025 Q1	$322	Hold	1	–	–	﹤0.01%	2750
2024 Q4	$299	Hold	1	–	–	﹤0.01%	2697
2024 Q3	$299	Buy	+1	New	+$288	﹤0.01%	2612

Other funds holding RBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rothschild Investment LLC's RBC Position: Q2 2026 in Review

Rothschild Investment LLC increased its RBC Bearings (RBC) stake by 458% in Q2 2026, buying an estimated $1.28M and bringing the position to 2,617 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #281.

Rothschild Investment LLC first reported a position in RBC in Q3 2024 and has held it in 8 quarters since. 522 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Rothschild Investment LLC held 2,617 shares of RBC Bearings worth $1.69M as of Q2 2026.
Rothschild Investment LLC bought 2,148 RBC Bearings shares in Q2 2026, an estimated $1.28M.
RBC Bearings made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #281 holding.
Rothschild Investment LLC first reported a position in RBC Bearings in Q3 2024 and has held it in 8 quarters since.
522 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.