Founders Financial Alliance’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Founders Financial Alliance’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.26M	Buy	105,550 +3,912	+4%	+$195K	0.7%	33
2026 Q1	$5.07M	Buy	101,638 +2,572	+3%	+$128K	0.91%	22
2025 Q4	$4.94M	Buy	99,066 +22,347	+29%	+$1.12M	0.93%	22
2025 Q3	$3.84M	Buy	76,719 +15,591	+26%	+$778K	0.72%	29
2025 Q2	$3.06M	Buy	61,128 +5,492	+10%	+$274K	0.7%	31
2025 Q1	$2.78M	Buy	+55,636	New	+$2.78M	0.67%	32

Other funds holding TBIL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Founders Financial Alliance's TBIL Position: Q2 2026 in Review

Founders Financial Alliance increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 3.8% in Q2 2026, buying an estimated $195K and bringing the position to 105,550 shares worth $5.26M. The position accounts for 0.7% of the portfolio, ranked #33.

Founders Financial Alliance first reported a position in TBIL in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Founders Financial Alliance held 105,550 shares of F/m US Treasury 3 Month Bill Fund worth $5.26M as of Q2 2026.
Founders Financial Alliance bought 3,912 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $195K.
F/m US Treasury 3 Month Bill Fund made up 0.7% of Founders Financial Alliance's portfolio in Q2 2026, its #33 holding.
Founders Financial Alliance first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 6 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.