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SHP Wealth Management

Position in RBC — RBC Bearings INC

CIK 1807060 PLYMOUTH, MA

Position in RBC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,220
+$2,677 QoQ
Shares Held
5
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#661
of 684 holders
Holding Since
Mar 2026
2 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, 2026

SHP Wealth Management holds $35,170 across 6 Tools & Accessories names. RBC ranks #3 (9.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 RBC
RBC Bearings INC
This page
5 $3,220

All Filings in RBC

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,220 5
2026-03-31 $543 1