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Centricity Wealth Management’s RB Global RBA Stock Holding History

Centricity 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 		$19.6K Hold
185
– – 0.02% 261
2025
Q1 		$18.6K Hold
185
– – 0.02% 259
2024
Q4 		$16.7K Buy
+185
New +$16.6K 0.02% 274

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Centricity Wealth Management's RBA Position: Q2 2025 in Review

Centricity Wealth Management held its RB Global (RBA) position steady in Q2 2025 at 185 shares worth $19.6K. The position accounts for 0.02% of the portfolio, ranked #261.

Centricity Wealth Management first reported a position in RBA in Q4 2024 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

  • Centricity Wealth Management held 185 shares of RB Global worth $19.6K as of Q2 2025.
  • Centricity Wealth Management left its RB Global share count unchanged in Q2 2025.
  • RB Global made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #261 holding.
  • Centricity Wealth Management first reported a position in RB Global in Q4 2024 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.