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Congress Wealth Management’s RB Global RBA Stock Holding History

Congress 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
Q1 		– Sell
-3,064
Closed -$276K – 1111
2024
Q4 		$276K Sell
3,064
-765
-20% -$68.4K ﹤0.01% 782
2024
Q3 		$308K Buy
+3,829
New +$311K ﹤0.01% 722
2023
Q1 		– Sell
-22,018
Closed -$1.27M – 572
2022
Q4 		$1.27M Buy
+22,018
New +$1.28M 0.03% 313

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
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 $3.38T AUM 44.17% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Congress Wealth Management sold out of RB Global (RBA) in Q1 2025, closing a stake of 3,064 shares — an estimated $276K sold.

Congress Wealth Management first reported a position in RBA in Q4 2022 and held it in 3 quarters. The position peaked at $1.27M in Q4 2022. 489 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

  • Congress Wealth Management reported no remaining RB Global position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 3,064 RB Global shares in Q1 2025, an estimated $276K.
  • Congress Wealth Management first reported a position in RB Global in Q4 2022 and held it in 3 quarters.
  • Congress Wealth Management's RB Global position peaked at $1.27M in Q4 2022.
  • 489 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.