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Clearstead Advisors’s RBB Bancorp RBB Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-62
Closed -$1.16K – 3157
2025
Q3 		$1.16K Buy
62
+37
+148% +$708 ﹤0.01% 2591
2025
Q2 		$431 Buy
+25
New +$407 ﹤0.01% 2504

Other funds holding RBB

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clearstead Advisors's RBB Position: Q4 2025 in Review

Clearstead Advisors sold out of RBB Bancorp (RBB) in Q4 2025, closing a stake of 62 shares — an estimated $1.16K sold.

Clearstead Advisors first reported a position in RBB in Q2 2025 and held it in 2 quarters. The position peaked at $1.16K in Q3 2025. 112 funds tracked by Wall St. Rank hold RBB as of Q4 2025.

  • Clearstead Advisors reported no remaining RBB Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 62 RBB Bancorp shares in Q4 2025, an estimated $1.16K.
  • Clearstead Advisors first reported a position in RBB Bancorp in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's RBB Bancorp position peaked at $1.16K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held RBB Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.