SageGuard Financial Group »

RBB shares owned by SageGuard Financial Group

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

Historical chart of SageGuard Financial Group investment in RBB

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBB by SageGuard Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $976k 32k 30.16

More positions owned by SageGuard Financial Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Coca-Cola Company (KO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lockheed Martin Corporation (LMT)
Costco Wholesale Corporation (COST)
Progressive Corporation (PGR)

View all positions for SageGuard Financial Group

Top funds holding RBB

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

View all funds holding RBB