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RBB shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $66k 2.2k 29.94
2025-06-30 $67k 2.2k 30.39
2025-03-31 $61k 2.2k 27.68
2024-12-31 $62k 2.2k 28.33

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Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI 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