SPFA
TBIL

Summit Place Financial Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Summit Place Financial 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
Q1 		– Sell
-4,400
Closed -$219K – 113
2025
Q4 		$219K Hold
4,400
– – 0.11% 96
2025
Q3 		$220K Buy
+4,400
New +$220K 0.1% 97

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Summit Place Financial Advisors's TBIL Position: Q1 2026 in Review

Summit Place Financial Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 4,400 shares — an estimated $219K sold.

Summit Place Financial Advisors first reported a position in TBIL in Q3 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Summit Place Financial Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
  • Summit Place Financial Advisors sold 4,400 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $219K.
  • Summit Place Financial Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and held it in 2 quarters.
  • Summit Place Financial Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $220K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.