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RBB shares owned by EP Wealth Advisors

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

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
2024-09-30 $215k 6.8k 31.71

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View all positions for EP Wealth Advisors

Top funds holding RBB

Motley Fool Wealth Management
Caprock
Susquehanna International
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Creative Planning
Commonwealth Equity Services
Wedmont Private Capital
Advisor Group Holdings
9258 Wealth Management
Farther Finance Advisors
Arkadios Wealth Advisors
Mariner Wealth Advisors
Private Advisor
Patten

View all funds holding RBB