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TMFCTMFC
24 quarters

Position history for Creative PlanningCreative Planning's holdings in RBB FD INC

Creative Planning holds 27,957 shares of TMFC (RBB FD INC), worth $2.1M as of 2026-Q2. The position was increased (+20.9% shares). TMFC represents 0.0% of Creative Planning's portfolio.

Current Value

$2.1M

Current Shares

27,957

Total Value Change

+$1.9M

Total Shares Change

+17,207

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,957
+20.9%
$2.1M0.0%$76.16
31
2026-Q1
Increased
23,126
+7.0%
$1.5M0.0%$65.97
27
2025-Q4
Increased
21,624
+0.1%
$1.6M0.0%$71.77
25
2025-Q3
Increased
21,605
+4.0%
$1.5M0.0%$70.43
27
2025-Q2
Decreased
20,785
-0.7%
$1.3M0.0%$64.42
0
2025-Q1
Decreased
20,921
-2.7%
$1.2M0.0%$55.54
0
2024-Q4
Increased
21,504
+102.6%
$1.3M0.0%$60.03
41
2024-Q3
Decreased
10,615
-8.6%
$597,0680.0%$55.95
0
2024-Q2
Decreased
11,615
-38.4%
$625,0950.0%$53.53
0
2024-Q1
Increased
18,851
+109.6%
$935,1760.0%$49.35
40
2023-Q4
Increased
8,993
+0.1%
$401,5260.0%$44.41
24
2023-Q3
New
8,984
-
$353,0520.0%$39.04
33
2021-Q3
Exited
0
-100.0%
$00.0%$39.36
0
2021-Q2
Decreased
8,700
-37.6%
$344,0000.0%$39.07
0
2021-Q1
Increased
13,935
+16.3%
$496,0000.0%$35.14
28
2020-Q4
Increased
11,985
+6.4%
$423,0000.0%$34.86
25
2020-Q3
Increased
11,263
+9.7%
$359,0000.0%$31.34
26
2020-Q2
Unchanged
10,263
0.0%
$287,0000.0%$27.52
0
2020-Q1
Decreased
10,263
-10.5%
$226,0000.0%$21.64
0
2019-Q4
Decreased
11,463
-28.3%
$286,0000.0%$24.55
0
2019-Q3
Decreased
15,987
-0.5%
$359,0000.0%$21.96
0
2019-Q2
Decreased
16,071
-0.8%
$357,0000.0%$21.75
0
2019-Q1
Increased
16,196
+50.7%
$345,0000.0%$20.82
33
2018-Q4
First report
10,750
-
$200,0000.0%$18.23
0

Other major holders of TMFC: MORGAN STANLEY, LPL Financial LLC

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