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RBB shares owned by Ballast Financial Advisors

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Ballast Financial Advisors from 13F filings

Historical chart of Ballast Financial Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 4.4k 49.86

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding RBB

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Stifel Financial
HighTower Advisors
Obermeyer Asset Management
Independent Advisor Alliance
Private Advisor
Benjamin Edwards
F/M Investments
Stratos Wealth Partners
Journey Strategic Wealth
Commonwealth Equity Services
Equitable Holdings

View all funds holding RBB