Root Financial Partners
RBB icon

Root Financial Partners’s RBB Bancorp RBB Stock Holding History

Root Financial Partners’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
Q3 		$1.59K Buy
+61
New +$1.63K ﹤0.01% 2742
2026
Q2 		– Sell
-71
Closed -$1.52K – 2515
2026
Q1 		$1.52K Buy
71
+21
+42% +$450 ﹤0.01% 2430
2025
Q4 		$1.03K Buy
+50
New +$983 ﹤0.01% 2096

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Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Root Financial Partners's RBB Position: Q3 2026 in Review

Root Financial Partners opened a new position in RBB Bancorp (RBB) in Q3 2026: 61 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #2742 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RBB as recently as Q1 2026.

Root Financial Partners first reported a position in RBB in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold RBB as of Q3 2026.

  • Root Financial Partners held 61 shares of RBB Bancorp worth $1.59K as of Q3 2026.
  • RBB Bancorp was a new Root Financial Partners position in Q3 2026.
  • RBB Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2742 holding.
  • Root Financial Partners first reported a position in RBB Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held RBB Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.