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Wellington-Altus USA’s RBC Bearings RBC Stock Holding History

Wellington-Altus USA’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 		$67.9K Hold
125
– – 0.05% 259
2026
Q1 		$80.5K Sell
125
-9
-7% -$4.78K 0.05% 272
2025
Q4 		$60.1K Buy
+134
New +$56.7K 0.04% 264

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

Wellington-Altus USA's RBC Position: Q2 2026 in Review

Wellington-Altus USA held its RBC Bearings (RBC) position steady in Q2 2026 at 125 shares worth $67.9K. The position accounts for 0.05% of the portfolio, ranked #259.

Wellington-Altus USA first reported a position in RBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.5K in Q1 2026. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Wellington-Altus USA held 125 shares of RBC Bearings worth $67.9K as of Q2 2026.
  • Wellington-Altus USA left its RBC Bearings share count unchanged in Q2 2026.
  • RBC Bearings made up 0.05% of Wellington-Altus USA's portfolio in Q2 2026, its #259 holding.
  • Wellington-Altus USA first reported a position in RBC Bearings in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's RBC Bearings position peaked at $80.5K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.