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Summit Trail Advisors’s RBC Bearings RBC Stock Holding History

Summit Trail Advisors’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 		$1.34M Buy
2,075
+940
+83% +$560K 0.02% 857
2026
Q1 		$616K Buy
1,135
+563
+98% +$299K 0.01% 1099
2025
Q4 		$257K Sell
572
-396
-41% -$168K ﹤0.01% 1234
2025
Q3 		$378K Buy
+968
New +$377K 0.01% 1151
2018
Q1 		– Sell
-4
Closed -$1K – 1368
2017
Q4 		$1K Buy
+4
New +$502 ﹤0.01% 1846

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's RBC Position: Q2 2026 in Review

Summit Trail Advisors increased its RBC Bearings (RBC) stake by 83% in Q2 2026, buying an estimated $560K and bringing the position to 2,075 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #857.

Summit Trail Advisors first reported a position in RBC in Q4 2017 and has held it in 5 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Summit Trail Advisors held 2,075 shares of RBC Bearings worth $1.34M as of Q2 2026.
  • Summit Trail Advisors bought 940 RBC Bearings shares in Q2 2026, an estimated $560K.
  • RBC Bearings made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #857 holding.
  • Summit Trail Advisors first reported a position in RBC Bearings in Q4 2017 and has held it in 5 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.