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Rbb Fund Trust shares owned by Sar Wealth Management Group

Quarter-by-quarter ownership of Rbb Fund Trust (FEGE) shares owned by Sar Wealth Management Group from 13F filings

Historical chart of Sar Wealth Management Group investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rbb Fund Trust by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $223k 4.7k 47.00

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group International SHS (CGIC)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management Group

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