AWS
RBA icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Atria Wealth Solutions's RBA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its RB Global (RBA) stake by 49% in Q2 2025, selling an estimated $311K and leaving 3,156 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1105.

Atria Wealth Solutions first reported a position in RBA in Q1 2022 and has held it in 14 quarters since. The position peaked at $685K in Q3 2022. 508 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

  • Atria Wealth Solutions held 3,156 shares of RB Global worth $335K as of Q2 2025.
  • Atria Wealth Solutions sold 3,033 RB Global shares in Q2 2025, an estimated $311K.
  • RB Global made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1105 holding.
  • Atria Wealth Solutions first reported a position in RB Global in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's RB Global position peaked at $685K in Q3 2022.
  • 508 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.