WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in RBC — RBC Bearings INC
CIK 1632972
PLYMOUTH, MN
Position in RBC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,001,351
+$2,536,789 QoQ
Shares Held
9,318
+46.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#184
of 684 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in RBC Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $38,697,967 across 7 Tools & Accessories names. RBC ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
|
25,586 | $10,295,806 | |
| 2 | TTC |
Toro Co
|
76,247 | $7,427,982 | |
| 3 | LECO |
Lincoln Electric Holdings Inc
|
26,823 | $7,121,774 | |
| 4 | RBC |
RBC Bearings INC
This page
|
9,318 | $6,001,351 | |
| 5 | SWK |
Stanley Black & Decker, Inc.
|
52,536 | $4,944,688 | |
| 6 | TKR |
Timken Co
|
15,099 | $2,194,186 | |
| 7 | KMT |
Kennametal Inc
|
20,319 | $712,180 |
All Filings in RBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,001,351 | 9,318 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,464,562 | 6,379 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,675,782 | 3,737 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $401,218 | 1,028 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $327,849 | 852 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $252,911 | 786 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||