XF
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XML Financial’s RBC Bearings RBC Stock Holding History

XML 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 		$232K Sell
360
-220
-38% -$131K 0.02% 413
2026
Q1 		$315K Hold
580
– – 0.03% 333
2025
Q4 		$260K Hold
580
– – 0.02% 363
2025
Q3 		$226K Hold
580
– – 0.02% 358
2025
Q2 		$223K Sell
580
-50
-8% -$17.7K 0.02% 343
2025
Q1 		$203K Buy
+630
New +$212K 0.02% 335

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

XML Financial's RBC Position: Q2 2026 in Review

XML Financial reduced its RBC Bearings (RBC) stake by 38% in Q2 2026, selling an estimated $131K and leaving 360 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #413.

XML Financial first reported a position in RBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $315K in Q1 2026. 688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • XML Financial held 360 shares of RBC Bearings worth $232K as of Q2 2026.
  • XML Financial sold 220 RBC Bearings shares in Q2 2026, an estimated $131K.
  • RBC Bearings made up 0.02% of XML Financial's portfolio in Q2 2026, its #413 holding.
  • XML Financial first reported a position in RBC Bearings in Q1 2025 and has held it in 6 quarters since.
  • XML Financial's RBC Bearings position peaked at $315K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.