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RBB shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.3k 216 43.20

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Top funds holding RBB

Equitable Holdings
Altfest L J & Co
Woodard & Co Asset Management Group
Morgan Stanley
Financeware
Raymond James Financial
LPL Financial
Goldman Sachs Group
Commonwealth Equity Services
Apollon Wealth Management
Jpmorgan Chase & Co
UBS Group
Stifel Financial
Crew Capital Management
Flow Traders US

View all funds holding RBB