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Atria Wealth Solutions’s RB Global RBA Stock Holding History

Atria Wealth Solutions’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$335K Sell
3,156
-3,033
-49% -$311K 0.01% 1105
2025
Q1 		$621K Buy
6,189
+2,671
+76% +$255K 0.01% 1095
2024
Q4 		$317K Sell
3,518
-24
-0.7% -$2.15K ﹤0.01% 1513
2024
Q3 		$285K Sell
3,542
-176
-5% -$14.3K ﹤0.01% 1548
2024
Q2 		$284K Sell
3,718
-103
-3% -$7.72K ﹤0.01% 1541
2024
Q1 		$291K Sell
3,821
-1,565
-29% -$109K ﹤0.01% 1569
2023
Q4 		$360K Buy
5,386
+250
+5% +$16.1K ﹤0.01% 1374
2023
Q3 		$321K Sell
5,136
-4,428
-46% -$273K ﹤0.01% 1372
2023
Q2 		$574K Buy
9,564
+3,491
+57% +$197K 0.01% 1093
2023
Q1 		$342K Sell
6,073
-191
-3% -$11.3K 0.01% 1340
2022
Q4 		$362K Sell
6,264
-4,701
-43% -$274K 0.01% 1254
2022
Q3 		$685K Buy
10,965
+5,073
+86% +$345K 0.01% 867
2022
Q2 		$383K Sell
5,892
-1,828
-24% -$107K 0.01% 1091
2022
Q1 		$456K Buy
+7,720
New +$453K 0.01% 1117

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return