UCFA
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United Capital Financial Advisors’s RBC Bearings RBC Stock Holding History

United Capital Financial 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 		– Sell
-615
Closed -$334K – 1711
2026
Q1 		$334K Buy
+615
New +$326K ﹤0.01% 1288

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

United Capital Financial Advisors's RBC Position: Q2 2026 in Review

United Capital Financial Advisors sold out of RBC Bearings (RBC) in Q2 2026, closing a stake of 615 shares — an estimated $334K sold.

United Capital Financial Advisors first reported a position in RBC in Q1 2026 and held it in 1 quarter. The position peaked at $334K in Q1 2026. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • United Capital Financial Advisors reported no remaining RBC Bearings position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 615 RBC Bearings shares in Q2 2026, an estimated $334K.
  • United Capital Financial Advisors first reported a position in RBC Bearings in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's RBC Bearings position peaked at $334K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.