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RBB shares owned by Wilkerson Advisory Group

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

Historical chart of Wilkerson Advisory Group investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $136k 4.8k 28.26

More positions owned by Wilkerson Advisory Group

State Street Spdr S&p 500 Etf Etf (SPY)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
Invesco Qqq Trust Series I Etf (QQQ)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding RBB

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

View all funds holding RBB