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Rbb Fund Trust shares owned by BFC Planning

Quarter-by-quarter ownership of Rbb Fund Trust (COPY) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $63k 4.3k 14.73
2026-03-31 $60k 4.4k 13.72
2025-12-31 $56k 4.3k 12.90
2025-09-30 $66k 5.3k 12.31

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Top funds holding Rbb Fund Trust

Gail Mannix
Royal Bank of Canada
Pinnacle Wealth Management Advisory
LPL Financial
BIP Wealth
Nations Financial Group
Nkcfo
DKM Wealth Management
Sanctuary Advisors
EverSource Wealth Advisors
Goss Wealth Management
D.A. Davidson & Co.
Steward Partners Investment Advisory
Great Valley Advisor Group
Arete Wealth Advisors

View all funds holding Rbb Fund Trust