Empirical Wealth Management’s The RBB Fund Trust Longview Advantage ETF EBI Stock Holding History

Empirical Wealth Management’s Portfolio EBI Stock Details EBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.2M	Hold	187,741	–	–	0.18%	96
2026 Q1	$10.9M	Sell	187,741 -10,658	-5%	-$628K	0.19%	95
2025 Q4	$11.2M	Sell	198,399 -2,899	-1%	-$161K	0.2%	86
2025 Q3	$11M	Sell	201,298 -1	-0%	-$53	0.22%	86
2025 Q2	$10.2M	Hold	201,299	–	–	0.23%	88
2025 Q1	$9.52M	Buy	+201,299	New	+$9.66M	0.25%	86

Other funds holding EBI

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

Empirical Wealth Management's EBI Position: Q2 2026 in Review

Empirical Wealth Management held its The RBB Fund Trust Longview Advantage ETF (EBI) position steady in Q2 2026 at 187,741 shares worth $12.2M. The position accounts for 0.18% of the portfolio, ranked #96.

Empirical Wealth Management first reported a position in EBI in Q1 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold EBI as of Q2 2026.

Empirical Wealth Management held 187,741 shares of The RBB Fund Trust Longview Advantage ETF worth $12.2M as of Q2 2026.
Empirical Wealth Management left its The RBB Fund Trust Longview Advantage ETF share count unchanged in Q2 2026.
The RBB Fund Trust Longview Advantage ETF made up 0.18% of Empirical Wealth Management's portfolio in Q2 2026, its #96 holding.
Empirical Wealth Management first reported a position in The RBB Fund Trust Longview Advantage ETF in Q1 2025 and has held it in 6 quarters since.
4 funds tracked by Wall St. Rank held The RBB Fund Trust Longview Advantage ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.