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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
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

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Cornerstone Planning Group's RBB Position: Q1 2026 in Review

Cornerstone Planning Group increased its RBB Bancorp (RBB) stake by 6.3% in Q1 2026, buying an estimated $21 and bringing the position to 17 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Cornerstone Planning Group first reported a position in RBB in Q1 2025 and has held it in 5 quarters since. The position peaked at $841 in Q3 2025. 120 funds tracked by Wall St. Rank hold RBB as of Q1 2026.

  • Cornerstone Planning Group held 17 shares of RBB Bancorp worth $390 as of Q1 2026.
  • Cornerstone Planning Group bought 1 RBB Bancorp share in Q1 2026, an estimated $21.
  • RBB Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1703 holding.
  • Cornerstone Planning Group first reported a position in RBB Bancorp in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's RBB Bancorp position peaked at $841 in Q3 2025.
  • 120 funds tracked by Wall St. Rank held RBB Bancorp as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.