Beaird Harris Wealth Management’s RB Global RBA Stock Holding History

Beaird Harris Wealth Management’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
2026 Q2	$3.73K	Hold	32	–	–	﹤0.01%	471
2026 Q1	$3.07K	Hold	32	–	–	﹤0.01%	459
2025 Q4	$3.29K	Hold	32	–	–	﹤0.01%	480
2025 Q3	$3.47K	Hold	32	–	–	﹤0.01%	461
2025 Q2	$3.4K	Hold	32	–	–	﹤0.01%	450
2025 Q1	$3.21K	Hold	32	–	–	﹤0.01%	411
2024 Q4	$2.89K	Hold	32	–	–	﹤0.01%	404
2024 Q3	$2.58K	Hold	32	–	–	﹤0.01%	414
2024 Q2	$2.44K	Buy	+32	New	+$2.4K	﹤0.01%	512

Other funds holding RBA

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return