Robertson Stephens Wealth Management, LLC
Position in RBC — RBC Bearings INC
CIK 1767307
San Francisco, CA
Position in RBC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$253,115
+$16,858 QoQ
Shares Held
393
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#528
of 683 holders
Holding Since
Sep 2024
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, 2026Robertson Stephens Wealth Management, LLC holds $472,699 across 2 Tools & Accessories names. RBC ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBC |
RBC Bearings INC
This page
|
393 | $253,115 | |
| 2 | TTC |
Toro Co
|
2,254 | $219,584 |
All Filings in RBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,115 | 393 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $236,257 | 435 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $250,679 | 838 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $222,738 | 744 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||