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RBB shares owned by AE Wealth Management

Quarter-by-quarter ownership of RBB (TMFG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in RBB

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All positions including RBB held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $94k 3.2k 29.94
2025-06-30 $98k 3.2k 30.39
2025-03-31 $90k 3.2k 27.68
2024-12-31 $92k 3.2k 28.33

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
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American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding RBB

LPL Financial
Commonwealth Equity Services
Caprock
Creative Planning
Gts Securities
Wedmont Private Capital
Susquehanna International
Advisor Group Holdings
Warren Averett Asset Management
Farther Finance Advisors
Colony
Branch Banking & Trust Company
Captrust Financial Advisors
Flow Traders US
Mariner Wealth Advisors

View all funds holding RBB