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RBB shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 6.7k 30.16
2025-06-30 $203k 6.7k 30.38

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View all positions for Simplicity Wealth

Top funds holding RBB

Jane Street
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Wedmont Private Capital
SageGuard Financial Group
Advisor Group Holdings
Warren Averett Asset Management
Farther Finance Advisors
Flow Traders US
Colony
Branch Banking & Trust Company
Captrust Financial Advisors

View all funds holding RBB