Essential Partners’s RBB Bancorp RBB Stock Holding History

Essential Partners’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 Q3	$3.15K	Buy	121 +19	+19%	+$507	﹤0.01%	1737
2026 Q2	$2.8K	Sell	102 -226	-69%	-$5.42K	﹤0.01%	1826
2026 Q1	$7.01K	Sell	328 -131	-29%	-$2.81K	﹤0.01%	1410
2025 Q4	$9.47K	Sell	459 -98	-18%	-$1.93K	﹤0.01%	1190
2025 Q3	$10.4K	Buy	557 +463	+493%	+$8.86K	﹤0.01%	1136
2025 Q2	$1.62K	Buy	+94	New	+$1.53K	﹤0.01%	1378

Other funds holding RBB

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners's RBB Position: Q3 2026 in Review

Essential Partners increased its RBB Bancorp (RBB) stake by 19% in Q3 2026, buying an estimated $507 and bringing the position to 121 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Essential Partners first reported a position in RBB in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q3 2025. 13 funds tracked by Wall St. Rank hold RBB as of Q3 2026.

Essential Partners held 121 shares of RBB Bancorp worth $3.15K as of Q3 2026.
Essential Partners bought 19 RBB Bancorp shares in Q3 2026, an estimated $507.
RBB Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1737 holding.
Essential Partners first reported a position in RBB Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's RBB Bancorp position peaked at $10.4K in Q3 2025.
13 funds tracked by Wall St. Rank held RBB Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.