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RBB shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 54k 50.04
2024-06-30 $1.9M 37k 50.02
2024-03-31 $1.0M 20k 50.03
2023-12-31 $417k 8.4k 49.86
2023-09-30 $293k 5.9k 50.07

More positions owned by Sovereign Financial Group

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)

View all positions for Sovereign Financial Group

Top funds holding RBB

LPL Financial
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Envestnet Asset Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Cetera Investment Advisers
Mml Investors Services
Private Advisor
Revolve Wealth Partners
Lido Advisors
B & T Capital Management DBA Alpha Capital Management

View all funds holding RBB