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Cornerstone Planning Group’s RBB Bancorp RBB Stock Holding History

Cornerstone Planning Group’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
2026
Q2 		$429 Sell
16
-1
-6% -$24 ﹤0.01% 1736
2026
Q1 		$390 Buy
17
+1
+6% +$21 ﹤0.01% 1703
2025
Q4 		$326 Sell
16
-272
-94% -$5.35K ﹤0.01% 1598
2025
Q3 		$841 Buy
288
+272
+1,700% +$5.2K ﹤0.01% 1357
2025
Q2 		$303 Hold
16
– – ﹤0.01% 1414
2025
Q1 		$252 Buy
+16
New +$291 ﹤0.01% 1442

Other funds holding RBB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's RBB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its RBB Bancorp (RBB) stake by 5.9% in Q2 2026, selling an estimated $24 and leaving 16 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Cornerstone Planning Group first reported a position in RBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $841 in Q3 2025. 145 funds tracked by Wall St. Rank hold RBB as of Q2 2026.

  • Cornerstone Planning Group held 16 shares of RBB Bancorp worth $429 as of Q2 2026.
  • Cornerstone Planning Group sold 1 RBB Bancorp share in Q2 2026, an estimated $24.
  • RBB Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1736 holding.
  • Cornerstone Planning Group first reported a position in RBB Bancorp in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's RBB Bancorp position peaked at $841 in Q3 2025.
  • 145 funds tracked by Wall St. Rank held RBB Bancorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.