Beacon Pointe Advisors »

RBB shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Beacon Pointe Advisors 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 by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.5M 89k 49.86
2026-03-31 $3.8M 75k 49.86
2025-12-31 $3.5M 71k 49.88
2025-09-30 $3.5M 70k 50.00

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

Top funds holding RBB

LPL Financial
Morgan Stanley
Stifel Financial
Raymond James Financial
Wells Fargo & Company
Obermeyer Asset Management
Private Advisor
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
HighTower Advisors
Wealth Enhancement Advisory Services
Journey Strategic Wealth
Mml Investors Services
F/M Investments

View all funds holding RBB