RBC RBC BEARINGS INC

Ownership history in Douglas Lane & Associates, LLC  ·  10 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported RBC BEARINGS INC (RBC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.06% in 2026 Q1. The latest visible filing shows RBC at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in RBC BEARINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RBC was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Douglas Lane & Associates, LLC held RBC — position size vs. price
% of Fund (quarterly)    RBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 135,909 -8,834 -6.1% 1.06% $73.8M 2026-04-15 $586.98
2025 Q4 REDUCED 144,743 -3,726 -2.5% 0.89% $64.9M 2026-01-22 $504.99
2025 Q3 ADDED 148,469 +2,472 +1.7% 0.81% $57.9M 2025-10-10 $372.64
2025 Q2 REDUCED 145,997 -5,654 -3.7% 0.81% $56.2M 2025-07-07 $386.98
2025 Q1 ADDED 151,651 +4,199 +2.8% 0.72% $48.8M 2025-04-09 $333.39
2024 Q4 ADDED 147,452 +21,379 +17.0% 0.62% $44.1M 2025-01-08 $297.85
2024 Q3 ADDED 126,073 +44,211 +54.0% 0.52% $37.7M 2024-10-10 $278.66
2024 Q2 ADDED 81,862 +45,294 +123.9% 0.31% $22.1M 2024-07-08 $278.02
2024 Q1 ADDED 36,568 +27,625 +308.9% 0.14% $9.9M 2024-04-11 $259.27
2023 Q4 INITIATED 8,943 0.04% $2.5M 2024-01-17 $269.97

FAQ About Douglas Lane & Associates, LLC and RBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning RBC?

Douglas Lane & Associates, LLC reported RBC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RBC position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for RBC was 1.06% in 2026 Q1.

What is the latest reported RBC position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 135,909 shares, equal to 1.06% of portfolio, with an estimated market value of $73.8M.

What does the chart on this RBC ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly RBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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