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Rbb Fund Trust shares owned by BFC Planning

Quarter-by-quarter ownership of Rbb Fund Trust (FEGE) 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 $4.2M 87k 48.92
2026-03-31 $3.9M 83k 47.00
2025-12-31 $2.9M 63k 46.03

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Top funds holding Rbb Fund Trust

LPL Financial
Raymond James Financial
Bank of America Corporation
Royal Bank of Canada
Wealth Enhancement Advisory Services
Advance Capital Management
Advisor Group Holdings
Mesirow Financial Investment Management International Equity
D.A. Davidson & Co.
Envestnet Asset Management
Wiley Bros.-aintree Capital
Jones Financial Companies, L.L
Cetera Investment Advisers
Commonwealth Equity Services
Janney Montgomery Scott

View all funds holding Rbb Fund Trust