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Financial Counselors Inc’s RB Global RBA Stock Holding History

Financial Counselors Inc’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
-2,787
Closed -$251K – 593
2024
Q4 		$251K Hold
2,787
– – ﹤0.01% 531
2024
Q3 		$224K Sell
2,787
-100
-3% -$8.12K ﹤0.01% 550
2024
Q2 		$220K Sell
2,887
-598
-17% -$44.8K ﹤0.01% 527
2024
Q1 		$265K Buy
3,485
+135
+4% +$9.43K ﹤0.01% 519
2023
Q4 		$224K Hold
3,350
– – ﹤0.01% 535
2023
Q3 		$209K Hold
3,350
– – ﹤0.01% 535
2023
Q2 		$201K Buy
+3,350
New +$189K ﹤0.01% 486
2023
Q1 		– Sell
-3,850
Closed -$223K – 517
2022
Q4 		$223K Sell
3,850
-165
-4% -$9.61K 0.01% 469
2022
Q3 		$251K Hold
4,015
– – 0.01% 433
2022
Q2 		$261K Hold
4,015
– – 0.01% 440
2022
Q1 		$237K Sell
4,015
-61
-1% -$3.58K ﹤0.01% 473
2021
Q4 		$249K Sell
4,076
-435
-10% -$29.1K 0.01% 459
2021
Q3 		$278K Sell
4,511
-550
-11% -$33.6K 0.01% 462
2021
Q2 		$300K Hold
5,061
– – 0.01% 455
2021
Q1 		$296K Sell
5,061
-2,200
-30% -$129K 0.01% 441
2020
Q4 		$505K Hold
7,261
– – 0.01% 361
2020
Q3 		$430K Sell
7,261
-3,676
-34% -$194K 0.01% 355
2020
Q2 		$447K Sell
10,937
-192
-2% -$7.85K 0.01% 372
2020
Q1 		$380K Sell
11,129
-195
-2% -$7.79K 0.02% 334
2019
Q4 		$486K Buy
11,324
+706
+7% +$29.4K 0.02% 354
2019
Q3 		$424K Buy
+10,618
New +$395K 0.02% 364

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 $3.37T 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Financial Counselors Inc's RBA Position: Q1 2025 in Review

Financial Counselors Inc sold out of RB Global (RBA) in Q1 2025, closing a stake of 2,787 shares — an estimated $251K sold.

Financial Counselors Inc first reported a position in RBA in Q3 2019 and held it in 21 quarters. The position peaked at $505K in Q4 2020. 489 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

  • Financial Counselors Inc reported no remaining RB Global position as of Q1 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 2,787 RB Global shares in Q1 2025, an estimated $251K.
  • Financial Counselors Inc first reported a position in RB Global in Q3 2019 and held it in 21 quarters.
  • Financial Counselors Inc's RB Global position peaked at $505K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on Financial Counselors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.