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RBB shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of RBB (UFIV) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in RBB

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

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Quarterly reported holdings in RBB by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 65k 49.35
2025-06-30 $2.8M 56k 49.23
2025-03-31 $2.9M 59k 48.88
2024-12-31 $2.5M 53k 47.81

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Broadcom Common Stock (AVGO)
Inv Qqq Etf ETF/Closed End (QQQ)
Jpmorgan Chase Common Stock (JPM)
Alphabet Inc A Common Stock (GOOGL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Comm Svcs Sel Spdr Etf ETF/Closed End (XLC)
Jpm Betabldrs U S Eq Etf ETF/Closed End (BBUS)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)

View all positions for Janney Montgomery Scott

Top funds holding RBB

Foguth Wealth Management
Susquehanna International
Janney Montgomery Scott
Central Trust & Investment
F/M Investments
Citadel Advisors
Crew Capital Management
Thoroughbred Financial Services
Jane Street
Valtinson Bruner Financial Planning
Coastal Investment Advisors
Advisor Group Holdings
DHJJ Financial Advisors
Morgan Stanley

View all funds holding RBB