PWPS
RBB icon

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
Q2 		$11.5K Hold
420
– – ﹤0.01% 2012
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's RBB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its RBB Bancorp (RBB) position steady in Q2 2026 at 420 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Pinnacle Wealth Planning Services first reported a position in RBB in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold RBB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 420 shares of RBB Bancorp worth $11.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its RBB Bancorp share count unchanged in Q2 2026.
  • RBB Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2012 holding.
  • Pinnacle Wealth Planning Services first reported a position in RBB Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held RBB Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.