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RBB shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0k 233 30.00
2025-06-30 $7.1k 233 30.45
2025-03-31 $6.5k 233 27.73
2024-12-31 $25k 894 28.33

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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