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RAFFA WEALTH MANAGEMENT, LLC’s RBC Bearings RBC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$6.44K Buy
10
+2
+25% +$1.19K ﹤0.01% 524
2026
Q1 		$4.34K Hold
8
– – ﹤0.01% 565
2025
Q4 		$3.59K Hold
8
– – ﹤0.01% 584
2025
Q3 		$3.12K Hold
8
– – ﹤0.01% 597
2025
Q2 		$3.08K Hold
8
– – ﹤0.01% 599
2025
Q1 		$2.57K Hold
8
– – ﹤0.01% 574
2024
Q4 		$2.39K Hold
8
– – ﹤0.01% 621
2024
Q3 		$2.4K Hold
8
– – ﹤0.01% 593
2024
Q2 		$2.16K Hold
8
– – ﹤0.01% 701
2024
Q1 		$2.16K Hold
8
– – ﹤0.01% 689
2023
Q4 		$2.28K Hold
8
– – ﹤0.01% 578
2023
Q3 		$1.87K Hold
8
– – ﹤0.01% 604
2023
Q2 		$1.74K Hold
8
– – ﹤0.01% 650
2023
Q1 		$1.86K Hold
8
– – ﹤0.01% 630
2022
Q4 		$1.68K Hold
8
– – ﹤0.01% 648
2022
Q3 		$1.66K Hold
8
– – ﹤0.01% 652
2022
Q2 		$1.48K Hold
8
– – ﹤0.01% 685
2022
Q1 		$1.55K Hold
8
– – ﹤0.01% 715
2021
Q4 		$1.62K Hold
8
– – ﹤0.01% 720
2021
Q3 		$1.7K Hold
8
– – ﹤0.01% 669
2021
Q2 		$1.59K Hold
8
– – ﹤0.01% 692
2021
Q1 		$1.57K Hold
8
– – ﹤0.01% 704
2020
Q4 		$1.43K Hold
8
– – ﹤0.01% 641
2020
Q3 		$970 Hold
8
– – ﹤0.01% 676
2020
Q2 		$1.07K Hold
8
– – ﹤0.01% 644
2020
Q1 		$902 Hold
8
– – ﹤0.01% 624
2019
Q4 		$1.27K Hold
8
– – ﹤0.01% 529
2019
Q3 		$1.33K Buy
+8
New +$1.29K ﹤0.01% 495
2019
Q2 		– Sell
-8
Closed -$1.02K – 1241
2019
Q1 		$1.02K Hold
8
– – ﹤0.01% 558
2018
Q4 		$1.05K Hold
8
– – ﹤0.01% 509
2018
Q3 		$1.2K Hold
8
– – ﹤0.01% 528
2018
Q2 		$1.03K Hold
8
– – ﹤0.01% 564
2018
Q1 		$994 Buy
+8
New +$993 ﹤0.01% 559
2014
Q3 		– Sell
-22
Closed -$1.41K – 756
2014
Q2 		$1.41K Hold
22
– – ﹤0.01% 234
2014
Q1 		$1.4K Buy
+22
New +$1.44K ﹤0.01% 232

Other funds holding RBC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's RBC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its RBC Bearings (RBC) stake by 25% in Q2 2026, buying an estimated $1.19K and bringing the position to 10 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in RBC in Q1 2014 and has held it in 35 quarters since. 160 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 10 shares of RBC Bearings worth $6.44K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 2 RBC Bearings shares in Q2 2026, an estimated $1.19K.
  • RBC Bearings made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #524 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in RBC Bearings in Q1 2014 and has held it in 35 quarters since.
  • 160 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.