Sheets Smith Wealth Management’s RBC Bearings RBC Stock Holding History

Sheets Smith Wealth Management’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	$2.86M	Sell	4,446 -48	-1%	-$28.6K	0.29%	78
2026 Q1	$2.44M	Sell	4,494 -220	-5%	-$117K	0.27%	82
2025 Q4	$2.11M	Sell	4,714 -335	-7%	-$142K	0.23%	95
2025 Q3	$1.97M	Sell	5,049 -15	-0.3%	-$5.84K	0.22%	97
2025 Q2	$1.95M	Buy	5,064 +44	+0.9%	+$15.5K	0.23%	95
2025 Q1	$1.62M	Sell	5,020 -203	-4%	-$68.5K	0.2%	114
2024 Q4	$1.56M	Sell	5,223 -148	-3%	-$45.6K	0.19%	114
2024 Q3	$1.61M	Sell	5,371 -115	-2%	-$33.1K	0.2%	115
2024 Q2	$1.48M	Hold	5,486	–	–	0.18%	121
2024 Q1	$1.48M	Buy	5,486 +3,470	+172%	+$937K	0.17%	130
2023 Q4	$574K	Buy	2,016 +195	+11%	+$47.8K	0.08%	194
2023 Q3	$426K	Buy	+1,821	New	+$413K	0.06%	219

Other funds holding RBC

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheets Smith Wealth Management's RBC Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its RBC Bearings (RBC) stake by 1.1% in Q2 2026, selling an estimated $28.6K and leaving 4,446 shares worth $2.86M. The position accounts for 0.29% of the portfolio, ranked #78.

Sheets Smith Wealth Management first reported a position in RBC in Q3 2023 and has held it in 12 quarters since. 688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Sheets Smith Wealth Management held 4,446 shares of RBC Bearings worth $2.86M as of Q2 2026.
Sheets Smith Wealth Management sold 48 RBC Bearings shares in Q2 2026, an estimated $28.6K.
RBC Bearings made up 0.29% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #78 holding.
Sheets Smith Wealth Management first reported a position in RBC Bearings in Q3 2023 and has held it in 12 quarters since.
688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.