SAG
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SageView Advisory Group’s RBC Bearings RBC Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-96
Closed -$43K – 1994
2025
Q4 		$43K Buy
+96
New +$40.7K ﹤0.01% 1140

Other funds holding RBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SageView Advisory Group's RBC Position: Q1 2026 in Review

SageView Advisory Group sold out of RBC Bearings (RBC) in Q1 2026, closing a stake of 96 shares — an estimated $43K sold.

SageView Advisory Group first reported a position in RBC in Q4 2025 and held it in 1 quarter. The position peaked at $43K in Q4 2025. 614 funds tracked by Wall St. Rank hold RBC as of Q1 2026.

  • SageView Advisory Group reported no remaining RBC Bearings position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 96 RBC Bearings shares in Q1 2026, an estimated $43K.
  • SageView Advisory Group first reported a position in RBC Bearings in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's RBC Bearings position peaked at $43K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.