Kathleen S. Wright Associates »

Rbb Fund Trust shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Rbb Fund Trust (FEOE) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rbb Fund Trust by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $66k 1.4k 46.12
2025-06-30 $42k 1.0k 42.07

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

Top funds holding Rbb Fund Trust

LPL Financial
Nkcfo
Stifel Financial
Royal Bank of Canada
Raymond James Financial
Berger Financial Group
Sagespring Wealth Partners
Janney Montgomery Scott
Goss Wealth Management
Redhawk Wealth Advisors
Lokken Investment Group
Continuum Advisory
Kestra Advisory Services
LexAurum Advisors
Davenport & Co

View all funds holding Rbb Fund Trust