West Branch Capital’s RBC Bearings RBC Stock Holding History

West Branch Capital’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	$38.6K	Hold	60	–	–	0.01%	149
2026 Q1	$32.6K	Hold	60	–	–	0.01%	155
2025 Q4	$26.9K	Hold	60	–	–	0.01%	171
2025 Q3	$23.4K	Hold	60	–	–	0.01%	195
2025 Q2	$23.1K	Hold	60	–	–	0.01%	200
2025 Q1	$19.3K	Hold	60	–	–	0.01%	227
2024 Q4	$17.9K	Hold	60	–	–	0.01%	229
2024 Q3	$18K	Hold	60	–	–	0.01%	233
2024 Q2	$16.2K	Hold	60	–	–	0.01%	236
2024 Q1	$16.2K	Hold	60	–	–	0.01%	240
2023 Q4	$17.1K	Hold	60	–	–	0.01%	238
2023 Q3	$14K	Hold	60	–	–	0.01%	250
2023 Q2	$13K	Hold	60	–	–	0.01%	261
2023 Q1	$14K	Hold	60	–	–	0.01%	260
2022 Q4	$12.6K	Hold	60	–	–	0.01%	266
2022 Q3	$12K	Hold	60	–	–	0.01%	265
2022 Q2	$11K	Hold	60	–	–	0.01%	273
2022 Q1	$12K	Hold	60	–	–	0.01%	284
2021 Q4	$12K	Hold	60	–	–	0.01%	308
2021 Q3	$13K	Hold	60	–	–	0.01%	289
2021 Q2	$12K	Buy	+60	New	+$11.9K	0.01%	309

Other funds holding RBC

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Branch Capital's RBC Position: Q2 2026 in Review

West Branch Capital held its RBC Bearings (RBC) position steady in Q2 2026 at 60 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #149.

West Branch Capital first reported a position in RBC in Q2 2021 and has held it in 21 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

West Branch Capital held 60 shares of RBC Bearings worth $38.6K as of Q2 2026.
West Branch Capital left its RBC Bearings share count unchanged in Q2 2026.
RBC Bearings made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #149 holding.
West Branch Capital first reported a position in RBC Bearings in Q2 2021 and has held it in 21 quarters since.
690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.