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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
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

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's RBKB Position: Q1 2026 in Review

AE Wealth Management increased its Rhinebeck Bancorp (RBKB) stake by 17% in Q1 2026, buying an estimated $30.3K and bringing the position to 15,188 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

AE Wealth Management first reported a position in RBKB in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold RBKB as of Q1 2026.

  • AE Wealth Management held 15,188 shares of Rhinebeck Bancorp worth $234K as of Q1 2026.
  • AE Wealth Management bought 2,162 Rhinebeck Bancorp shares in Q1 2026, an estimated $30.3K.
  • Rhinebeck Bancorp made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1522 holding.
  • AE Wealth Management first reported a position in Rhinebeck Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.