EverSource Wealth Advisors’s RBB Bancorp RBB Stock Holding History

EverSource Wealth Advisors’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	$3.76K	Sell	137 -30	-18%	-$719	﹤0.01%	3428
2026 Q1	$3.57K	Sell	167 -23	-12%	-$493	﹤0.01%	3417
2025 Q4	$3.92K	Buy	190 +12	+7%	+$236	﹤0.01%	3212
2025 Q3	$3.34K	Buy	178 +58	+48%	+$1.11K	﹤0.01%	3325
2025 Q2	$2.07K	Buy	120 +80	+200%	+$1.3K	﹤0.01%	3498
2025 Q1	$660	Buy	40 +13	+48%	+$237	﹤0.01%	3368
2024 Q4	$553	Buy	+27	New	+$624	﹤0.01%	3151
2023 Q4	–	Sell	-220	Closed	-$2.81K	–	2723
2023 Q3	$2.81K	Buy	+220	New	+$2.99K	﹤0.01%	1905
2023 Q1	–	Sell	-41	Closed	-$855	–	2503
2022 Q4	$855	Buy	+41	New	+$892	﹤0.01%	2129

Other funds holding RBB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's RBB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its RBB Bancorp (RBB) stake by 18% in Q2 2026, selling an estimated $719 and leaving 137 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

EverSource Wealth Advisors first reported a position in RBB in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.92K in Q4 2025. 145 funds tracked by Wall St. Rank hold RBB as of Q2 2026.

EverSource Wealth Advisors held 137 shares of RBB Bancorp worth $3.76K as of Q2 2026.
EverSource Wealth Advisors sold 30 RBB Bancorp shares in Q2 2026, an estimated $719.
RBB Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3428 holding.
EverSource Wealth Advisors first reported a position in RBB Bancorp in Q4 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's RBB Bancorp position peaked at $3.92K in Q4 2025.
145 funds tracked by Wall St. Rank held RBB Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.