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YHB Investment Advisors’s RBC Bearings RBC Stock Holding History

YHB Investment Advisors’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 		$274K Hold
425
– – 0.02% 280
2026
Q1 		$231K Sell
425
-300
-41% -$159K 0.02% 284
2025
Q4 		$325K Sell
725
-24
-3% -$10.2K 0.02% 249
2025
Q3 		$292K Sell
749
-19
-2% -$7.4K 0.02% 260
2025
Q2 		$296K Hold
768
– – 0.02% 255
2025
Q1 		$247K Hold
768
– – 0.02% 260
2024
Q4 		$230K Buy
768
+25
+3% +$7.7K 0.02% 262
2024
Q3 		$222K Buy
+743
New +$214K 0.02% 269

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

YHB Investment Advisors's RBC Position: Q2 2026 in Review

YHB Investment Advisors held its RBC Bearings (RBC) position steady in Q2 2026 at 425 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #280.

YHB Investment Advisors first reported a position in RBC in Q3 2024 and has held it in 8 quarters since. The position peaked at $325K in Q4 2025. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • YHB Investment Advisors held 425 shares of RBC Bearings worth $274K as of Q2 2026.
  • YHB Investment Advisors left its RBC Bearings share count unchanged in Q2 2026.
  • RBC Bearings made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #280 holding.
  • YHB Investment Advisors first reported a position in RBC Bearings in Q3 2024 and has held it in 8 quarters since.
  • YHB Investment Advisors's RBC Bearings position peaked at $325K in Q4 2025.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.