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Rbb Fund Trust shares owned by Birchwood Financial Partners

Quarter-by-quarter ownership of Rbb Fund Trust (FEGE) shares owned by Birchwood Financial Partners from 13F filings

Historical chart of Birchwood Financial Partners investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 307 47.00

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Donaldson Stock (DCI)
Harbor Long-term Growers Etf Etf (WINN)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Ishares Esg Aware Msci Em Etf Etf (ESGE)
Unitedhealth Group Stock (UNH)

View all positions for Birchwood Financial Partners

Top funds holding Rbb Fund Trust

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

View all funds holding Rbb Fund Trust