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Planning Strategies Inc.’s RBC Bearings RBC Stock Holding History

Planning Strategies Inc.’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 		$644 Buy
+1
New +$595 ﹤0.01% 814

Other funds holding RBC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Planning Strategies Inc.'s RBC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in RBC Bearings (RBC) in Q2 2026: 1 share worth $644. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings.

193 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Planning Strategies Inc. held 1 share of RBC Bearings worth $644 as of Q2 2026.
  • RBC Bearings was a new Planning Strategies Inc. position in Q2 2026.
  • RBC Bearings made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #814 holding.
  • 193 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.