SFS
RBC icon

Sowell Financial Services’s RBC Bearings RBC Stock Holding History

Sowell Financial Services’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 		$231K Sell
359
-63
-15% -$37.5K 0.01% 993
2026
Q1 		$229K Buy
+422
New +$224K 0.01% 958
2021
Q2 		– Sell
-54
Closed -$11K – 2207
2021
Q1 		$11K Sell
54
-38
-41% -$7.15K ﹤0.01% 2285
2020
Q4 		$16K Buy
92
+21
+30% +$3.21K ﹤0.01% 1842
2020
Q3 		$9K Hold
71
– – ﹤0.01% 1838
2020
Q2 		$10K Buy
71
+6
+9% +$765 ﹤0.01% 1701
2020
Q1 		$7K Sell
65
-40
-38% -$6.19K ﹤0.01% 1728
2019
Q4 		$17K Hold
105
– – ﹤0.01% 1495
2019
Q3 		$17K Buy
+105
New +$17K ﹤0.01% 1347

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's RBC Position: Q2 2026 in Review

Sowell Financial Services reduced its RBC Bearings (RBC) stake by 15% in Q2 2026, selling an estimated $37.5K and leaving 359 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #993.

Sowell Financial Services first reported a position in RBC in Q3 2019 and has held it in 9 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Sowell Financial Services held 359 shares of RBC Bearings worth $231K as of Q2 2026.
  • Sowell Financial Services sold 63 RBC Bearings shares in Q2 2026, an estimated $37.5K.
  • RBC Bearings made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #993 holding.
  • Sowell Financial Services first reported a position in RBC Bearings in Q3 2019 and has held it in 9 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.