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RBB shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 58k 49.88
2025-09-30 $485k 9.7k 50.00
2025-06-30 $9.4M 188k 50.00
2025-03-31 $215k 4.3k 50.01

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View all positions for Captrust Financial Advisors

Top funds holding RBB

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

View all funds holding RBB