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AE Wealth Management’s Rhinebeck Bancorp RBKB Stock Holding History

AE Wealth Management’s Portfolio RBKB Stock Details RBKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,188
Closed -$234K – 2761
2026
Q1 		$234K Buy
15,188
+2,162
+17% +$30.3K ﹤0.01% 1522
2025
Q4 		$157K Buy
13,026
+1,080
+9% +$11.9K ﹤0.01% 1577
2025
Q3 		$136K Buy
+11,946
New +$150K ﹤0.01% 1489

Other funds holding RBKB

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AllianceBernstein
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AE Wealth Management's RBKB Position: Q2 2026 in Review

AE Wealth Management sold out of Rhinebeck Bancorp (RBKB) in Q2 2026, closing a stake of 15,188 shares — an estimated $234K sold.

AE Wealth Management first reported a position in RBKB in Q3 2025 and held it in 3 quarters. The position peaked at $234K in Q1 2026. 48 funds tracked by Wall St. Rank hold RBKB as of Q2 2026.

  • AE Wealth Management reported no remaining Rhinebeck Bancorp position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 15,188 Rhinebeck Bancorp shares in Q2 2026, an estimated $234K.
  • AE Wealth Management first reported a position in Rhinebeck Bancorp in Q3 2025 and held it in 3 quarters.
  • AE Wealth Management's Rhinebeck Bancorp position peaked at $234K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.