INGALLS & SNYDER LLC COPY RBB FUND TRUST

Ownership history in INGALLS & SNYDER LLC  ·  3 quarters on record

AI Ownership Summary

INGALLS & SNYDER LLC reported RBB FUND TRUST (COPY) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows COPY at 0.02% 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 COPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INGALLS & SNYDER LLC'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

COPY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 INGALLS & SNYDER LLC held COPY — position size vs. price
% of Fund (quarterly)    COPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 39,947 +12,854 +47.4% 0.02% $548 2026-05-13 $14.64
2025 Q4 ADDED 27,093 +14,765 +119.8% 0.01% $349K 2026-02-13 $14.21
2025 Q3 INITIATED 12,328 0.00% $152K 2025-11-07 $12.04

FAQ About INGALLS & SNYDER LLC and COPY

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

How long has INGALLS & SNYDER LLC reported owning COPY?

INGALLS & SNYDER LLC reported COPY across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported COPY position in INGALLS & SNYDER LLC's portfolio?

The largest reported portfolio weight for COPY was 0.02% in 2026 Q1.

What is the latest reported COPY position on this page?

The most recent filing on this page is 2026 Q1, when INGALLS & SNYDER LLC reported 39,947 shares, equal to 0.02% of portfolio, with an estimated market value of $548.

What does the chart on this COPY ownership page compare?

The chart compares INGALLS & SNYDER LLC's quarterly COPY 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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