AIA
RTB

Allied Investment Advisors’s RTB Digital RTB Stock Holding History

Allied Investment Advisors’s Portfolio RTB Stock Details RTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-420
Closed -$2.38K – 104
2025
Q4 		$2.38K Buy
+420
New +$4.64K ﹤0.01% 102
2025
Q3 		– Sell
-420
Closed -$12.5K – 100
2025
Q2 		$12.5K Hold
420
– – ﹤0.01% 87
2025
Q1 		$14.5K Hold
420
– – ﹤0.01% 86
2024
Q4 		$19.1K Hold
420
– – ﹤0.01% 79
2024
Q3 		$19.4K Hold
420
– – ﹤0.01% 74
2024
Q2 		$21.3K Hold
420
– – 0.01% 74
2024
Q1 		$42.7K Hold
420
– – 0.01% 70
2023
Q4 		$61.1K Hold
420
– – 0.02% 62
2023
Q3 		$44.3K Buy
+420
New +$142K 0.01% 58

Other funds holding RTB

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Allied Investment Advisors's RTB Position: Q1 2026 in Review

Allied Investment Advisors sold out of RTB Digital (RTB) in Q1 2026, closing a stake of 420 shares — an estimated $2.38K sold.

Allied Investment Advisors first reported a position in RTB in Q3 2023 and held it in 9 quarters. The position peaked at $61.1K in Q4 2023. 13 funds tracked by Wall St. Rank hold RTB as of Q1 2026.

  • Allied Investment Advisors reported no remaining RTB Digital position as of Q1 2026 after selling out during the quarter.
  • Allied Investment Advisors sold 420 RTB Digital shares in Q1 2026, an estimated $2.38K.
  • Allied Investment Advisors first reported a position in RTB Digital in Q3 2023 and held it in 9 quarters.
  • Allied Investment Advisors's RTB Digital position peaked at $61.1K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held RTB Digital as of Q1 2026.

Based on Allied Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.