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Rbb Fund Trust shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Rbb Fund Trust (FEGE) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $317k 6.9k 46.03
2025-09-30 $310k 7.0k 44.23

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View all positions for Kingswood Wealth Advisors

Top funds holding Rbb Fund Trust

Wealth Enhancement Advisory Services
Advance Capital Management
Raymond James Financial
Mesirow Financial Investment Management International Equity
Royal Bank of Canada
Advisor Group Holdings
Jpmorgan Chase & Co
LPL Financial
Envestnet Asset Management
D.A. Davidson & Co.
Wiley Bros.-aintree Capital
KWB Wealth
Kingsview Wealth Management
MN Wealth Advisors
LifeGoal Wealth Advisors

View all funds holding Rbb Fund Trust