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5 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in RBB FUND TRUST

Steward Partners Investment Advisory, LLC holds 114,645 shares of COPY (RBB FUND TRUST), worth $1.7M as of 2026-Q2. The position was increased (+22.8% shares). COPY represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.7M

Current Shares

114,645

Total Value Change

+$1.6M

Total Shares Change

+102,970

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
114,645
+22.8%
$1.7M0.0%$14.73
31
2026-Q1
Increased
93,379
+13.9%
$1.3M0.0%$14.14
29
2025-Q4
Increased
81,957
+65.1%
$1.1M0.0%$12.97
37
2025-Q3
Increased
49,635
+325.1%
$611,1060.0%$12.19
39
2025-Q2
New
11,675
-
$136,8310.0%$11.60
31

Other major holders of COPY: ROYAL BANK OF CANADA, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, LPL Financial LLC

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