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BOK Financial’s RB Global RBA Stock Holding History

BOK Financial’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
2024
Q3 		– Sell
-6
Closed -$458 – 1476
2024
Q2 		$458 Hold
6
– – ﹤0.01% 1098
2024
Q1 		$460 Buy
6
+2
+50% +$140 ﹤0.01% 1120
2023
Q4 		$267 Buy
4
+2
+100% +$129 ﹤0.01% 1211
2023
Q3 		$131 Buy
+2
New +$123 ﹤0.01% 1171
2023
Q1 		– Sell
-4,654
Closed -$269K – 1236
2022
Q4 		$269K Sell
4,654
-117
-2% -$6.81K 0.01% 782
2022
Q3 		$298K Sell
4,771
-973
-17% -$66.2K 0.01% 762
2022
Q2 		$373K Hold
5,744
– – 0.01% 732
2022
Q1 		$339K Buy
5,744
+938
+20% +$55.1K 0.01% 812
2021
Q4 		$294K Hold
4,806
– – ﹤0.01% 835
2021
Q3 		$297K Buy
+4,806
New +$294K 0.01% 817
2021
Q1 		$286K Hold
4,887
– – 0.01% 794
2020
Q4 		$339K Sell
4,887
-214
-4% -$14.2K 0.01% 744
2020
Q3 		$302K Sell
5,101
-125
-2% -$6.6K 0.01% 722
2020
Q2 		$213K Buy
+5,226
New +$214K 0.01% 795

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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
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
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BOK Financial's RBA Position: Q3 2024 in Review

BOK Financial sold out of RB Global (RBA) in Q3 2024, closing a stake of 6 shares — an estimated $458 sold.

BOK Financial first reported a position in RBA in Q2 2020 and held it in 14 quarters. The position peaked at $373K in Q2 2022. 446 funds tracked by Wall St. Rank hold RBA as of Q3 2024.

  • BOK Financial reported no remaining RB Global position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 6 RB Global shares in Q3 2024, an estimated $458.
  • BOK Financial first reported a position in RB Global in Q2 2020 and held it in 14 quarters.
  • BOK Financial's RB Global position peaked at $373K in Q2 2022.
  • 446 funds tracked by Wall St. Rank held RB Global as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.