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Pinnacle Wealth Planning Services’s RBB Bancorp RBB Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$8.97K Hold
420
– – ﹤0.01% 2047
2025
Q4 		$8.67K Buy
+420
New +$8.26K ﹤0.01% 2065

Other funds holding RBB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's RBB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its RBB Bancorp (RBB) position steady in Q1 2026 at 420 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Pinnacle Wealth Planning Services first reported a position in RBB in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold RBB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 420 shares of RBB Bancorp worth $8.97K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its RBB Bancorp share count unchanged in Q1 2026.
  • RBB Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2047 holding.
  • Pinnacle Wealth Planning Services first reported a position in RBB Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held RBB Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.