Waverly Advisors, LLC

Position in RBC — RBC Bearings INC

CIK 1568787 BIRMINGHAM, AL

Position in RBC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$596,399

+$221,647 QoQ

Shares Held

926

+34.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#406

of 684 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $1,835,034 across 4 Tools & Accessories names. RBC ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC This page	926	$596,399
2	TTC	Toro Co	4,956	$482,813
3	LECO	Lincoln Electric Holdings Inc	1,489	$395,343
4	SWK	Stanley Black & Decker, Inc.	3,830	$360,479

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,399	926	+34.2%	Shares	Sole	2026-08-14
2026-03-31	$374,752	690	+46.5%	Shares	Sole	2026-05-15
2025-12-31	$211,210	471	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.