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RBB shares owned by CWM

Quarter-by-quarter ownership of RBB (TMFX) shares owned by CWM from 13F filings

Historical chart of CWM investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 118 25.42

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Ishares Tr Eafe Value Etf (EFV)
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Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding RBB

Gts Securities
Cetera Investment Advisers
Citadel Advisors
H D Vest Advisory Services
Harbour Investments
Advisor Group Holdings
Strategic Wealth Partners
Golden State Wealth Management
Advisory Services Network
CWM
Bogart Wealth
AE Wealth Management
Morgan Stanley

View all funds holding RBB