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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
2025-06-30 $201k 6.6k 30.39
2025-03-31 $183k 6.6k 27.68
2024-12-31 $187k 6.6k 28.33
2024-09-30 $215k 6.8k 31.71

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

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