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RBB shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of RBB (TMFM) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 1.9k 24.81
2025-06-30 $51k 1.9k 26.69
2025-03-31 $48k 1.9k 25.00
2024-12-31 $50k 1.9k 25.77

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding RBB

Gts Securities
Advisor Group Holdings
LPL Financial
Susquehanna International
Synergy Financial Management
Mutual Advisors
Creative Planning
Wedmont Private Capital
Pure Financial Advisors
Captrust Financial Advisors
Commonwealth Equity Services
Private Advisor
Hrt Financial
Flagship Harbor Advisors
Quantinno Capital Management

View all funds holding RBB