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Rbb Fund Trust shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Rbb Fund Trust (FEGE) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rbb Fund Trust by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 23k 47.00
2025-06-30 $14M 348k 40.37

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View all positions for Mount Yale Investment Advisors

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