RFP
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
Q1 		$1.52K Buy
71
+21
+42% +$450 ﹤0.01% 2430
2025
Q4 		$1.03K Buy
+50
New +$983 ﹤0.01% 2096

Other funds holding RBB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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
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

Root Financial Partners's RBB Position: Q1 2026 in Review

Root Financial Partners increased its RBB Bancorp (RBB) stake by 42% in Q1 2026, buying an estimated $450 and bringing the position to 71 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Root Financial Partners first reported a position in RBB in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold RBB as of Q1 2026.

  • Root Financial Partners held 71 shares of RBB Bancorp worth $1.52K as of Q1 2026.
  • Root Financial Partners bought 21 RBB Bancorp shares in Q1 2026, an estimated $450.
  • RBB Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2430 holding.
  • Root Financial Partners first reported a position in RBB Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held RBB Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.