Private Wealth Management Group’s RBB Bancorp RBB Stock Holding History

Private Wealth Management Group’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	$4.25K	Hold	155	–	–	﹤0.01%	907
2026 Q1	$3.31K	Hold	155	–	–	﹤0.01%	912
2025 Q4	$3.2K	Hold	155	–	–	﹤0.01%	927
2025 Q3	$2.91K	Hold	155	–	–	﹤0.01%	990
2025 Q2	$2.67K	Hold	155	–	–	﹤0.01%	987
2025 Q1	$2.56K	Hold	155	–	–	﹤0.01%	975
2024 Q4	$3.18K	Hold	155	–	–	﹤0.01%	923
2024 Q3	$3.57K	Hold	155	–	–	﹤0.01%	861
2024 Q2	$2.92K	Hold	155	–	–	﹤0.01%	920
2024 Q1	$2.79K	Hold	155	–	–	﹤0.01%	835
2023 Q4	$2.95K	Buy	+155	New	+$2.31K	﹤0.01%	813

Other funds holding RBB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Private Wealth Management Group's RBB Position: Q2 2026 in Review

Private Wealth Management Group held its RBB Bancorp (RBB) position steady in Q2 2026 at 155 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Private Wealth Management Group first reported a position in RBB in Q4 2023 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold RBB as of Q2 2026.

Private Wealth Management Group held 155 shares of RBB Bancorp worth $4.25K as of Q2 2026.
Private Wealth Management Group left its RBB Bancorp share count unchanged in Q2 2026.
RBB Bancorp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #907 holding.
Private Wealth Management Group first reported a position in RBB Bancorp in Q4 2023 and has held it in 11 quarters since.
145 funds tracked by Wall St. Rank held RBB Bancorp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.