Position in RBC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$215,760
+$102,248 QoQ
Shares Held
335
+60.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#562
of 688 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RBC Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $215,760 across 1 Tools & Accessories name. RBC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBC |
RBC Bearings INC
This page
|
335 | $215,760 |
All Filings in RBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,760 | 335 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $113,512 | 209 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $45,739 | 102 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $35,906 | 92 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||