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 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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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 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

Private Wealth Management Group's RBB Position: Q1 2026 in Review

Private Wealth Management Group held its RBB Bancorp (RBB) position steady in Q1 2026 at 155 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Private Wealth Management Group first reported a position in RBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.57K in Q3 2024. 120 funds tracked by Wall St. Rank hold RBB as of Q1 2026.

Private Wealth Management Group held 155 shares of RBB Bancorp worth $3.31K as of Q1 2026.
Private Wealth Management Group left its RBB Bancorp share count unchanged in Q1 2026.
RBB Bancorp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #912 holding.
Private Wealth Management Group first reported a position in RBB Bancorp in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's RBB Bancorp position peaked at $3.57K in Q3 2024.
120 funds tracked by Wall St. Rank held RBB Bancorp as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.