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Rbb Fund Trust shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth investment in Rbb Fund Trust

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

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Quarterly reported holdings in Rbb Fund Trust by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $442k 10k 44.25
2025-06-30 $218k 5.4k 40.37

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Top funds holding Rbb Fund Trust

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

View all funds holding Rbb Fund Trust