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James T. Borello RIA’s RBC Bearings RBC Stock Holding History

James T. Borello RIA’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
Q3 		$5.49K Hold
11
– – ﹤0.01% 756
2026
Q2 		$7.08K Hold
11
– – ﹤0.01% 692
2026
Q1 		$5.97K Hold
11
– – ﹤0.01% 695
2025
Q4 		$4.93K Hold
11
– – ﹤0.01% 572
2025
Q3 		$4.29K Buy
+11
New +$4.28K ﹤0.01% 499

Other funds holding RBC

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

James T. Borello RIA's RBC Position: Q3 2026 in Review

James T. Borello RIA held its RBC Bearings (RBC) position steady in Q3 2026 at 11 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

James T. Borello RIA first reported a position in RBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.08K in Q2 2026. 77 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • James T. Borello RIA held 11 shares of RBC Bearings worth $5.49K as of Q3 2026.
  • James T. Borello RIA left its RBC Bearings share count unchanged in Q3 2026.
  • RBC Bearings made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #756 holding.
  • James T. Borello RIA first reported a position in RBC Bearings in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's RBC Bearings position peaked at $7.08K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.