Douglas Lane & Associates, LLC 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.

RBC stock page Douglas Lane & Associates, LLC fund profile Douglas Lane & Associates, LLC full holdings
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 Sold % After 3M Timing 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

🏢 Other funds also holding RBC

As of 2026 Q1 — sorted by position size

Conestoga Capital Advisors, LLC 3Y 7Y 4.66% Carmel Capital Management L.L.C. 3Y 3.84% WASATCH ADVISORS LP 3Y 7Y 2.08% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 1.67% Yorktown Management & Research Co Inc 3Y 7Y 0.9% Covenant Asset Management, LLC 3Y 7Y 0.77% Huntleigh Advisors, Inc. 0.72% L. Roy Papp & Associates, LLP 3Y 7Y 0.65% Oak Thistle LLC 3Y 0.44% Impact Capital Partners LLC 0.33%

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.

How well did Douglas Lane & Associates, LLC time their RBC position?

Based on 13F filing dates vs. subsequent RBC price moves, Douglas Lane & Associates, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on RBC relative to SPY over the holding period was +20.0%.

← Back to Douglas Lane & Associates, LLC Holdings