HB Wealth Management, LLC

Position in RBC — RBC Bearings INC

CIK 1911253 Atlanta, GA

Position in RBC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,407,915

+$568,252 QoQ

Shares Held

2,186

+41.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#311

of 683 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HB Wealth Management, LLC holds $4,361,471 across 6 Tools & Accessories names. RBC ranks #1 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC This page	2,186	$1,407,915
2	SNA	Snap-on Inc	2,320	$933,568
3	SWK	Stanley Black & Decker, Inc.	8,465	$796,725
4	TTC	Toro Co	4,919	$479,208
5	LECO	Lincoln Electric Holdings Inc	1,711	$454,287
6	TKR	Timken Co	1,994	$289,768

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,407,915	2,186	+41.4%	Shares	Sole	2026-07-29
2026-03-31	$839,663	1,546	+45.4%	Shares	Sole	2026-04-27
2025-12-31	$476,681	1,063	+44.2%	Shares	Sole	2026-01-28
2025-09-30	$287,643	737	+19.8%	Shares	Sole	2025-10-23
2025-06-30	$236,652	615	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.