Envestnet Portfolio Solutions, Inc.

Position in RBC — RBC Bearings INC

CIK 1998033 BERWYN, PA

Position in RBC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,015,038

+$116,718 QoQ

Shares Held

1,576

-4.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#344

of 683 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $26,467,184 across 5 Tools & Accessories names. RBC ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	51,794	$20,841,905
2	SWK	Stanley Black & Decker, Inc.	44,411	$4,179,963
3	RBC	RBC Bearings INC This page	1,576	$1,015,038
4	TTC	Toro Co	3,431	$334,248
5	HLMN	Hillman Solutions Corp.	11,378	$96,030

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,015,038	1,576	-4.7%	Shares	Sole	2026-07-20
2026-03-31	$898,320	1,654	-23.6%	Shares	Sole	2026-04-29
2025-12-31	$971,299	2,166	-3.7%	Shares	Sole	2026-02-06
2025-09-30	$877,762	2,249	-43.7%	Shares	Sole	2025-10-30
2025-06-30	$1,538,430	3,998	-12.7%	Shares	Sole	2025-07-25
2025-03-31	$1,474,350	4,582	+41.3%	Shares	Sole	2025-04-21
2024-12-31	$970,111	3,243	+2.5%	Shares	Sole	2025-02-10
2024-09-30	$947,537	3,165	+32.1%	Shares	Sole	2024-10-31
2024-06-30	$646,392	2,396	-33.3%	Shares	Sole	2024-07-16
2024-03-31	$971,097	3,592	-10.1%	Shares	Sole	2024-05-06
2023-12-31	$1,138,135	3,995	+5.1%	Shares	Sole	2024-02-07
2023-09-30	$889,928	3,801	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.