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USA Financial Formulas’s RBC Bearings RBC Stock Holding History

USA Financial Formulas’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
-318
Closed -$173K – 509
2026
Q1 		$173K Buy
+318
New +$169K 0.03% 135
2018
Q1 		– Sell
-4,598
Closed -$581K – 393
2017
Q4 		$581K Sell
4,598
-462
-9% -$57.9K 0.14% 118
2017
Q3 		$633K Buy
+5,060
New +$550K 0.15% 124

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

USA Financial Formulas's RBC Position: Q2 2026 in Review

USA Financial Formulas sold out of RBC Bearings (RBC) in Q2 2026, closing a stake of 318 shares — an estimated $173K sold.

USA Financial Formulas first reported a position in RBC in Q3 2017 and held it in 3 quarters. The position peaked at $633K in Q3 2017. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • USA Financial Formulas reported no remaining RBC Bearings position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 318 RBC Bearings shares in Q2 2026, an estimated $173K.
  • USA Financial Formulas first reported a position in RBC Bearings in Q3 2017 and held it in 3 quarters.
  • USA Financial Formulas's RBC Bearings position peaked at $633K in Q3 2017.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.