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RBB shares owned by WMG Financial Advisors

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

Historical chart of WMG Financial Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 44k 50.00
2025-06-30 $5.6M 111k 49.99
2025-03-31 $5.7M 114k 50.01
2024-12-31 $3.9M 78k 49.86
2024-09-30 $3.1M 63k 50.04
2024-06-30 $1.8M 37k 50.02

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View all positions for WMG Financial Advisors

Top funds holding RBB

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

View all funds holding RBB