Pitcairn’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Pitcairn’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
2025 Q3	–	Sell	-25,450	Closed	-$1.27M	–	711
2025 Q2	$1.27M	Hold	25,450	–	–	0.08%	217
2025 Q1	$1.27M	Buy	+25,450	New	+$1.27M	0.08%	225
2024 Q2	–	Sell	-32,874	Closed	-$1.64M	–	745
2024 Q1	$1.64M	Buy	+32,874	New	+$1.64M	0.11%	181
2023 Q4	–	Sell	-51,755	Closed	-$2.59M	–	697
2023 Q3	$2.59M	Buy	51,755 +7,722	+18%	+$386K	0.22%	86
2023 Q2	$2.21M	Buy	+44,033	New	+$2.2M	0.19%	104

Other funds holding TBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Pitcairn's TBIL Position: Q3 2025 in Review

Pitcairn sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 25,450 shares — an estimated $1.27M sold.

Pitcairn first reported a position in TBIL in Q2 2023 and held it in 5 quarters. The position peaked at $2.59M in Q3 2023. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

Pitcairn reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
Pitcairn sold 25,450 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $1.27M.
Pitcairn first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and held it in 5 quarters.
Pitcairn's F/m US Treasury 3 Month Bill Fund position peaked at $2.59M in Q3 2023.
286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Pitcairn's 13F filing for Q3 2025, filed 12 Nov 2025.