Simon Quick Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Simon Quick Advisors’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$292K	Buy	+5,859	New	+$292K	0.01%	366

Other funds holding TBIL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Simon Quick Advisors's TBIL Position: Q3 2026 in Review

Simon Quick Advisors opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2026: 5,859 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings.

101 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Simon Quick Advisors held 5,859 shares of F/m US Treasury 3 Month Bill Fund worth $292K as of Q3 2026.
F/m US Treasury 3 Month Bill Fund was a new Simon Quick Advisors position in Q3 2026.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #366 holding.
101 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.