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TMFGTMFG
6 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in RBB FD INC

EP Wealth Advisors, LLC holds 8,170 shares of TMFG (RBB FD INC), worth $251,277 as of 2026-Q2. This is a new position. TMFG represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$251,277

Current Shares

8,170

Total Value Change

+$36,762

Total Shares Change

+1,406

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
8,170
-
$251,2770.0%$30.75
32
2025-Q4
Exited
0
-100.0%
$00.0%$30.27
0
2025-Q2
Unchanged
6,615
0.0%
$201,0000.0%$30.22
0
2025-Q1
Unchanged
6,615
0.0%
$183,0930.0%$27.71
0
2024-Q4
Decreased
6,615
-2.2%
$187,4020.0%$28.33
0
2024-Q3
New
6,764
-
$214,5150.0%$28.01
32

Other major holders of TMFG: JANE STREET GROUP, LLC, LPL Financial LLC

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