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RBB shares owned by Wallace Advisory Group

Quarter-by-quarter ownership of RBB (RBIL) shares owned by Wallace Advisory Group from 13F filings

Historical chart of Wallace Advisory Group investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 6.0k 50.08
2025-06-30 $331k 6.6k 50.40

More positions owned by Wallace Advisory Group

Merck & Co (MRK)
Chevron Corporation (CVX)
Amazon (AMZN)
Cigna Corp (CI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Wallace Advisory Group

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