Atwood & Palmer’s RB Global RBA Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-38	Closed	-$3.43K	–	476
2024 Q4	$3.43K	Hold	38	–	–	﹤0.01%	395
2024 Q3	$3.06K	Buy	+38	New	+$3.08K	﹤0.01%	392

Other funds holding RBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Atwood & Palmer's RBA Position: Q1 2025 in Review

Atwood & Palmer sold out of RB Global (RBA) in Q1 2025, closing a stake of 38 shares — an estimated $3.43K sold.

Atwood & Palmer first reported a position in RBA in Q3 2024 and held it in 2 quarters. The position peaked at $3.43K in Q4 2024. 489 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

Atwood & Palmer reported no remaining RB Global position as of Q1 2025 after selling out during the quarter.
Atwood & Palmer sold 38 RB Global shares in Q1 2025, an estimated $3.43K.
Atwood & Palmer first reported a position in RB Global in Q3 2024 and held it in 2 quarters.
Atwood & Palmer's RB Global position peaked at $3.43K in Q4 2024.
489 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.