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 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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

True Wealth Design's RBB Position: Q2 2026 in Review

True Wealth Design reduced its RBB Bancorp (RBB) stake by 4.3% in Q2 2026, selling an estimated $24 and leaving 22 shares worth $604. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

True Wealth Design first reported a position in RBB in Q3 2024 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold RBB as of Q2 2026.

True Wealth Design held 22 shares of RBB Bancorp worth $604 as of Q2 2026.
True Wealth Design sold 1 RBB Bancorp share in Q2 2026, an estimated $24.
RBB Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2137 holding.
True Wealth Design first reported a position in RBB Bancorp in Q3 2024 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held RBB Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.