Brown Advisory
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Brown Advisory’s RB Global RBA Stock Holding History

Brown Advisory’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
-4,440
Closed -$401K – 1396
2024
Q4 		$401K Buy
+4,440
New +$397K ﹤0.01% 1079
2023
Q2 		– Sell
-223,840
Closed -$12.6M – 1234
2023
Q1 		$12.6M Buy
+223,840
New +$13.2M 0.02% 367

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Brown Advisory's RBA Position: Q1 2025 in Review

Brown Advisory sold out of RB Global (RBA) in Q1 2025, closing a stake of 4,440 shares — an estimated $401K sold.

Brown Advisory first reported a position in RBA in Q1 2023 and held it in 2 quarters. The position peaked at $12.6M in Q1 2023. 488 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

  • Brown Advisory reported no remaining RB Global position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 4,440 RB Global shares in Q1 2025, an estimated $401K.
  • Brown Advisory first reported a position in RB Global in Q1 2023 and held it in 2 quarters.
  • Brown Advisory's RB Global position peaked at $12.6M in Q1 2023.
  • 488 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.