AWM
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Avior Wealth Management’s RBB Bancorp RBB Stock Holding History

Avior Wealth Management’s Portfolio RBB Stock Details RBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-147
Closed -$3.01K – 1951
2024
Q4 		$3.01K Hold
147
– – ﹤0.01% 2029
2024
Q3 		$3.38K Buy
+147
New +$3.21K ﹤0.01% 1888
2024
Q2 		– Sell
-4
Closed -$72 – 3383
2024
Q1 		$72 Buy
+4
New +$71 ﹤0.01% 3333

Other funds holding RBB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Avior Wealth Management's RBB Position: Q1 2025 in Review

Avior Wealth Management sold out of RBB Bancorp (RBB) in Q1 2025, closing a stake of 147 shares — an estimated $3.01K sold.

Avior Wealth Management first reported a position in RBB in Q1 2024 and held it in 3 quarters. The position peaked at $3.38K in Q3 2024. 90 funds tracked by Wall St. Rank hold RBB as of Q1 2025.

  • Avior Wealth Management reported no remaining RBB Bancorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 147 RBB Bancorp shares in Q1 2025, an estimated $3.01K.
  • Avior Wealth Management first reported a position in RBB Bancorp in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's RBB Bancorp position peaked at $3.38K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held RBB Bancorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.