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WoodTrust Financial’s RBC Bearings RBC Stock Holding History

WoodTrust Financial’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 		$386K Hold
600
– – 0.05% 134
2026
Q1 		$326K Hold
600
– – 0.04% 134
2025
Q4 		$269K Hold
600
– – 0.03% 159
2025
Q3 		$234K Buy
+600
New +$234K 0.03% 174

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

WoodTrust Financial's RBC Position: Q2 2026 in Review

WoodTrust Financial held its RBC Bearings (RBC) position steady in Q2 2026 at 600 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #134.

WoodTrust Financial first reported a position in RBC in Q3 2025 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • WoodTrust Financial held 600 shares of RBC Bearings worth $386K as of Q2 2026.
  • WoodTrust Financial left its RBC Bearings share count unchanged in Q2 2026.
  • RBC Bearings made up 0.05% of WoodTrust Financial's portfolio in Q2 2026, its #134 holding.
  • WoodTrust Financial first reported a position in RBC Bearings in Q3 2025 and has held it in 4 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.