AE Wealth Management LLC

Position in RBC — RBC Bearings INC

CIK 1697723 TOPEKA, KS

Position in RBC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$223,484

-$379,909 QoQ

Shares Held

347

-68.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#552

of 683 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $5,080,463 across 5 Tools & Accessories names. RBC ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	7,149	$2,876,748
2	LECO	Lincoln Electric Holdings Inc	4,875	$1,294,347
3	TTC	Toro Co	4,119	$401,271
4	SWK	Stanley Black & Decker, Inc.	3,024	$284,613
5	RBC	RBC Bearings INC This page	347	$223,484

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,484	347	-68.8%	Shares	Other	2026-08-03
2026-03-31	$603,393	1,111	+31.6%	Shares	Other	2026-05-13
2025-12-31	$378,466	844	—	Shares	Other	2026-01-26
No filing history on record for this holder in this stock.