Avantax Advisory Services’s RB Global RBA Stock Holding History

Avantax Advisory Services’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	$381K	Sell	3,590 -128	-3%	-$13.1K	﹤0.01%	1750
2025 Q1	$373K	Sell	3,718 -44	-1%	-$4.2K	﹤0.01%	1690
2024 Q4	$339K	Buy	3,762 +176	+5%	+$15.7K	﹤0.01%	1704
2024 Q3	$289K	Buy	3,586 +140	+4%	+$11.4K	﹤0.01%	1782
2024 Q2	$263K	Buy	+3,446	New	+$258K	﹤0.01%	1782
2023 Q2	–	Sell	-4,614	Closed	-$260K	–	1562
2023 Q1	$260K	Buy	4,614 +1,126	+32%	+$66.4K	﹤0.01%	1234
2022 Q4	$202K	Sell	3,488 -41	-1%	-$2.39K	﹤0.01%	1311
2022 Q3	$220K	Sell	3,529 -48	-1%	-$3.27K	﹤0.01%	1163
2022 Q2	$233K	Buy	+3,577	New	+$210K	﹤0.01%	1131
2022 Q1	–	Sell	-3,529	Closed	-$216K	–	1350
2021 Q4	$216K	Buy	+3,529	New	+$236K	﹤0.01%	1142
2021 Q3	–	Sell	-6,957	Closed	-$412K	–	1221
2021 Q2	$412K	Buy	+6,957	New	+$428K	0.01%	774
2020 Q4	–	Sell	-6,200	Closed	-$367K	–	1263
2020 Q3	$367K	Buy	+6,200	New	+$327K	0.01%	933

Other funds holding RBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Avantax Advisory Services's RBA Position: Q2 2025 in Review

Avantax Advisory Services reduced its RB Global (RBA) stake by 3.4% in Q2 2025, selling an estimated $13.1K and leaving 3,590 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Avantax Advisory Services first reported a position in RBA in Q3 2020 and has held it in 12 quarters since. The position peaked at $412K in Q2 2021. 508 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

Avantax Advisory Services held 3,590 shares of RB Global worth $381K as of Q2 2025.
Avantax Advisory Services sold 128 RB Global shares in Q2 2025, an estimated $13.1K.
RB Global made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1750 holding.
Avantax Advisory Services first reported a position in RB Global in Q3 2020 and has held it in 12 quarters since.
Avantax Advisory Services's RB Global position peaked at $412K in Q2 2021.
508 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.