WLG
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Williamson Legacy Group’s RBC Bearings RBC Stock Holding History

Williamson Legacy Group’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 		$1.54M Buy
2,390
+141
+6% +$83.9K 0.76% 44
2026
Q1 		$1.22M Buy
+2,249
New +$1.19M 0.92% 46

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

Williamson Legacy Group's RBC Position: Q2 2026 in Review

Williamson Legacy Group increased its RBC Bearings (RBC) stake by 6.3% in Q2 2026, buying an estimated $83.9K and bringing the position to 2,390 shares worth $1.54M. The position accounts for 0.76% of the portfolio, ranked #44.

Williamson Legacy Group first reported a position in RBC in Q1 2026 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Williamson Legacy Group held 2,390 shares of RBC Bearings worth $1.54M as of Q2 2026.
  • Williamson Legacy Group bought 141 RBC Bearings shares in Q2 2026, an estimated $83.9K.
  • RBC Bearings made up 0.76% of Williamson Legacy Group's portfolio in Q2 2026, its #44 holding.
  • Williamson Legacy Group first reported a position in RBC Bearings in Q1 2026 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.