SUCCESSION FINANCIAL, INC.’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

SUCCESSION FINANCIAL, INC.’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.82M	Buy	+96,714	New	+$4.83M	4.58%	5

Other funds holding TBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s TBIL Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026: 96,714 shares worth $4.82M. The stake represents 4.58% of the portfolio and ranks #5 among its holdings.

210 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 96,714 shares of F/m US Treasury 3 Month Bill Fund worth $4.82M as of Q2 2026.
F/m US Treasury 3 Month Bill Fund was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 4.58% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #5 holding.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.