Position in RBC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,880,008
+$587,385 QoQ
Shares Held
2,919
+22.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#279
of 684 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RBC Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Merit Financial Group, LLC holds $8,191,224 across 7 Tools & Accessories names. RBC ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBC |
RBC Bearings INC
This page
|
2,919 | $1,880,008 | |
| 2 | TTC |
Toro Co
|
18,269 | $1,779,763 | |
| 3 | SNA |
Snap-on Inc
|
4,209 | $1,693,698 | |
| 4 | LECO |
Lincoln Electric Holdings Inc
|
4,811 | $1,277,365 | |
| 5 | SWK |
Stanley Black & Decker, Inc.
|
11,491 | $1,081,530 | |
| 6 | KMT |
Kennametal Inc
|
6,925 | $242,718 | |
| 7 | TKR |
Timken Co
|
1,625 | $236,142 |
All Filings in RBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,880,008 | 2,919 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,292,623 | 2,380 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $734,974 | 1,639 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $210,754 | 540 | Shares | Other | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||