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Modern Wealth Management, LLC

Position in RBC — RBC Bearings INC

CIK 2001900 KANSAS CITY, MO

Position in RBC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$231,860
New position
Shares Held
360
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#542
of 683 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 14% Shared 0% None 86%

Position in Tools & Accessories

Industrials · as of Jun 30, 2026

Modern Wealth Management, LLC holds $3,841,339 across 4 Tools & Accessories names. RBC ranks #4 (6.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 RBC
RBC Bearings INC
This page
360 $231,860

All Filings in RBC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $231,860 360