Tradition Wealth Management’s RBC Bearings RBC Stock Holding History

Tradition 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	$207K	Buy	+322	New	+$192K	0.01%	499
2024 Q1	–	Sell	-321	Closed	-$91K	–	999
2023 Q4	$91K	Hold	321	–	–	0.01%	500
2023 Q3	$75K	Hold	321	–	–	0.01%	509
2023 Q2	$70K	Hold	321	–	–	0.01%	541
2023 Q1	$75K	Hold	321	–	–	0.01%	516
2022 Q4	$67K	Hold	321	–	–	0.01%	463
2022 Q3	$67K	Buy	+321	New	+$73.9K	0.01%	447

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

Tradition Wealth Management's RBC Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in RBC Bearings (RBC) in Q2 2026: 322 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in RBC as recently as Q4 2023.

Tradition Wealth Management first reported a position in RBC in Q3 2022 and has held it in 7 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Tradition Wealth Management held 322 shares of RBC Bearings worth $207K as of Q2 2026.
RBC Bearings was a new Tradition Wealth Management position in Q2 2026.
RBC Bearings made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #499 holding.
Tradition Wealth Management first reported a position in RBC Bearings in Q3 2022 and has held it in 7 quarters since.
691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.