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RBB shares owned by Principal Securities

Quarter-by-quarter ownership of RBB (UFIV) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $445k 9.0k 49.73
2024-06-30 $285k 5.9k 48.16

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

Top funds holding RBB

Signal Advisors Wealth
Foguth Wealth Management
Susquehanna International
Thoroughbred Financial Services
Citadel Advisors
H D Vest Advisory Services
Jane Street
Flow Traders US
Principal Securities
Commonwealth Equity Services
Revolve Wealth Partners
DHJJ Financial Advisors
Morgan Stanley

View all funds holding RBB