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RBB shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $528k 18k 29.94
2025-06-30 $536k 18k 30.39
2025-03-31 $488k 18k 27.68
2023-12-31 $450k 16k 27.82
2023-09-30 $423k 16k 26.16
2022-06-30 $35k 1.5k 23.33
2022-03-31 $44k 1.5k 29.33

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Microsoft Corp Stock (MSFT)
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Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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