IFP Advisors’s Rhinebeck Bancorp RBKB Stock Holding History

IFP Advisors’s Portfolio RBKB Stock Details RBKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$48	–	5130
2025 Q4	$48	Hold	4	–	–	﹤0.01%	4709
2025 Q3	$45	Buy	+4	New	+$50	﹤0.01%	4673

Other funds holding RBKB

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IFP Advisors's RBKB Position: Q1 2026 in Review

IFP Advisors sold out of Rhinebeck Bancorp (RBKB) in Q1 2026, closing a stake of 4 shares — an estimated $48 sold.

IFP Advisors first reported a position in RBKB in Q3 2025 and held it in 2 quarters. The position peaked at $48 in Q4 2025. 46 funds tracked by Wall St. Rank hold RBKB as of Q1 2026.

IFP Advisors reported no remaining Rhinebeck Bancorp position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 4 Rhinebeck Bancorp shares in Q1 2026, an estimated $48.
IFP Advisors first reported a position in Rhinebeck Bancorp in Q3 2025 and held it in 2 quarters.
IFP Advisors's Rhinebeck Bancorp position peaked at $48 in Q4 2025.
46 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.