RBB shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in RBB
Tip: Access up to 7 years of quarterly data
All positions including RBB held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in RBB by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $11M | 214k | 49.86 |
| 2025-12-31 | $355k | 7.1k | 49.88 |
| 2025-06-30 | $675k | 14k | 50.00 |
| 2025-03-31 | $615k | 12k | 50.01 |
| 2024-09-30 | $162k | 3.2k | 50.04 |
| 2024-03-31 | $130k | 2.6k | 50.03 |