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RBB shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of RBB (RBIL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $50k 1.0k 50.04
2025-06-30 $50k 989 50.09
2025-03-31 $96k 1.9k 50.40

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Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
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Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding RBB

3EDGE Asset Management
F/M Investments
Cambridge Investment Research Advisors
Jane Street
Envestnet Asset Management
Lido Advisors
Alliance Wealth Advisors
Steward Partners Investment Advisory
Flow Traders US
Heck Capital Advisors
Crew Capital Management
Portside Wealth Group
Certior Financial Group
Central Pacific Bank - Trust Division
BBK Capital Partners

View all funds holding RBB