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Congress Asset Management’s RB Global RBA Stock Holding History

Congress Asset 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
Q1 		– Sell
-2,987
Closed -$269K – 398
2024
Q4 		$269K Buy
+2,987
New +$267K ﹤0.01% 367
2023
Q1 		– Sell
-45,219
Closed -$2.62M – 384
2022
Q4 		$2.62M Buy
+45,219
New +$2.63M 0.03% 263

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

Congress Asset Management's RBA Position: Q1 2025 in Review

Congress Asset Management sold out of RB Global (RBA) in Q1 2025, closing a stake of 2,987 shares — an estimated $269K sold.

Congress Asset Management first reported a position in RBA in Q4 2022 and held it in 2 quarters. The position peaked at $2.62M in Q4 2022. 488 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

  • Congress Asset Management reported no remaining RB Global position as of Q1 2025 after selling out during the quarter.
  • Congress Asset Management sold 2,987 RB Global shares in Q1 2025, an estimated $269K.
  • Congress Asset Management first reported a position in RB Global in Q4 2022 and held it in 2 quarters.
  • Congress Asset Management's RB Global position peaked at $2.62M in Q4 2022.
  • 488 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.