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Waverly Advisors’s RBC Bearings RBC Stock Holding History

Waverly 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 		$596K Buy
926
+236
+34% +$140K ﹤0.01% 1095
2026
Q1 		$375K Buy
690
+219
+46% +$116K ﹤0.01% 1215
2025
Q4 		$211K Buy
+471
New +$199K ﹤0.01% 1369

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 $3.38T AUM 44.17% 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

Waverly Advisors's RBC Position: Q2 2026 in Review

Waverly Advisors increased its RBC Bearings (RBC) stake by 34% in Q2 2026, buying an estimated $140K and bringing the position to 926 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Waverly Advisors first reported a position in RBC in Q4 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Waverly Advisors held 926 shares of RBC Bearings worth $596K as of Q2 2026.
  • Waverly Advisors bought 236 RBC Bearings shares in Q2 2026, an estimated $140K.
  • RBC Bearings made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1095 holding.
  • Waverly Advisors first reported a position in RBC Bearings in Q4 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.