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RBB shares owned by Stewardship Advisors

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

Historical chart of Stewardship Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Stewardship Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $587k 13k 44.22

More positions owned by Stewardship Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Esg Optimized (SUSA)
Vanguard World Esg Intl Stk Etf (VSGX)
Wisdomtree Tr Futre Strat Fd (WTMF)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Stewardship Advisors

Top funds holding RBB

Altfest L J & Co
Equitable Holdings
Financeware
Morgan Stanley
LPL Financial
MidWestOne Financial Group
Empirical Asset Management
Foguth Wealth Management
Commonwealth Equity Services
Goldman Sachs Group
Farther Finance Advisors
Apollon Wealth Management
Jane Street
Goss Wealth Management
UBS Group

View all funds holding RBB