RICHARDS, MERRILL & PETERSON, INC. FEGE β€” RBB FUND TRUST

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  Β·  3 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported RBB FUND TRUST (FEGE) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows FEGE at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FEGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICHARDS, MERRILL & PETERSON, INC.'s position in RBB FUND TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FEGE was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RICHARDS, MERRILL & PETERSON, INC. held FEGE β€” position size vs. price
% of Fund (quarterly)    FEGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 17,165 +5,650 +49.1% 0.30% $807K 2026-04-17 $49.85
2025 Q4 ADDED β€” β€” β€” 11,515 +6,765 +142.4% 0.20% $530K 2026-01-27 $49.49
2025 Q3 INITIATED β€” β€” β€” 4,750 β€” β€” 0.09% $210K 2025-10-16 $43.91

FAQ About RICHARDS, MERRILL & PETERSON, INC. and FEGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has RICHARDS, MERRILL & PETERSON, INC. reported owning FEGE?

RICHARDS, MERRILL & PETERSON, INC. reported FEGE across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FEGE position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for FEGE was 0.30% in 2026 Q1.

What is the latest reported FEGE position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDS, MERRILL & PETERSON, INC. reported 17,165 shares, equal to 0.30% of portfolio, with an estimated market value of $807K.

What does the chart on this FEGE ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, INC.'s quarterly FEGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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