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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
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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American Century Companies
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Acadian Asset Management
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Geode Capital Management
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State Street
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HIM
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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

Root Financial Partners's RBB Position: Q2 2026 in Review

Root Financial Partners sold out of RBB Bancorp (RBB) in Q2 2026, closing a stake of 71 shares — an estimated $1.52K sold.

Root Financial Partners first reported a position in RBB in Q4 2025 and held it in 2 quarters. The position peaked at $1.52K in Q1 2026. 144 funds tracked by Wall St. Rank hold RBB as of Q2 2026.

  • Root Financial Partners reported no remaining RBB Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 71 RBB Bancorp shares in Q2 2026, an estimated $1.52K.
  • Root Financial Partners first reported a position in RBB Bancorp in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's RBB Bancorp position peaked at $1.52K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held RBB Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.