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Capital A Wealth Management’s RB Global RBA Stock Holding History

Capital A 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
2025
Q2 		– Sell
-57
Closed -$5.72K – 746
2025
Q1 		$5.72K Hold
57
– – 0.01% 355
2024
Q4 		$5.14K Buy
+57
New +$5.1K 0.01% 376

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
Fidelity International
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
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

Capital A Wealth Management's RBA Position: Q2 2025 in Review

Capital A Wealth Management sold out of RB Global (RBA) in Q2 2025, closing a stake of 57 shares — an estimated $5.72K sold.

Capital A Wealth Management first reported a position in RBA in Q4 2024 and held it in 2 quarters. The position peaked at $5.72K in Q1 2025. 507 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

  • Capital A Wealth Management reported no remaining RB Global position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 57 RB Global shares in Q2 2025, an estimated $5.72K.
  • Capital A Wealth Management first reported a position in RB Global in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's RB Global position peaked at $5.72K in Q1 2025.
  • 507 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.