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RBB shares owned by BFC Planning

Quarter-by-quarter ownership of RBB (TBIL) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $19M 380k 49.86
2026-03-31 $24M 474k 49.86
2025-12-31 $17M 340k 49.88

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View all positions for BFC Planning

Top funds holding RBB

LPL Financial
Stifel Financial
Raymond James Financial
Wells Fargo & Company
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Obermeyer Asset Management
Private Advisor
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
HighTower Advisors
Alpine Bank Wealth Management
Mml Investors Services
F/M Investments
UBS Group

View all funds holding RBB