True Wealth Design
RBB icon

True Wealth Design’s RBB Bancorp RBB Stock Holding History

True Wealth Design’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 		$599 Buy
23
+1
+5% +$27 ﹤0.01% 2081
2026
Q2 		$604 Sell
22
-1
-4% -$24 ﹤0.01% 2137
2026
Q1 		$492 Buy
23
+1
+5% +$21 ﹤0.01% 2059
2025
Q4 		$455 Sell
22
-6
-21% -$118 ﹤0.01% 1975
2025
Q3 		$526 Buy
28
+9
+47% +$172 ﹤0.01% 1992
2025
Q2 		$327 Buy
+19
New +$310 ﹤0.01% 1896
2024
Q4 		– Sell
-12
Closed -$277 – 1489
2024
Q3 		$277 Buy
+12
New +$262 ﹤0.01% 1171

Other funds holding RBB

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 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
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
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design's RBB Position: Q3 2026 in Review

True Wealth Design increased its RBB Bancorp (RBB) stake by 4.5% in Q3 2026, buying an estimated $27 and bringing the position to 23 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

True Wealth Design first reported a position in RBB in Q3 2024 and has held it in 7 quarters since. The position peaked at $604 in Q2 2026. 14 funds tracked by Wall St. Rank hold RBB as of Q3 2026.

  • True Wealth Design held 23 shares of RBB Bancorp worth $599 as of Q3 2026.
  • True Wealth Design bought 1 RBB Bancorp share in Q3 2026, an estimated $27.
  • RBB Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2081 holding.
  • True Wealth Design first reported a position in RBB Bancorp in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's RBB Bancorp position peaked at $604 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held RBB Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.