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FullCircle Wealth’s RB Global RBA Stock Holding History

FullCircle Wealth’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
Q3 		$244K Sell
2,472
-65
-3% -$7.29K 0.09% 233
2025
Q2 		$279K Buy
2,537
+155
+7% +$15.9K 0.1% 202
2025
Q1 		$235K Buy
2,382
+124
+5% +$11.8K 0.1% 203
2024
Q4 		$217K Buy
+2,258
New +$202K 0.09% 188

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FullCircle Wealth's RBA Position: Q3 2025 in Review

FullCircle Wealth reduced its RB Global (RBA) stake by 2.6% in Q3 2025, selling an estimated $7.29K and leaving 2,472 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #233.

FullCircle Wealth first reported a position in RBA in Q4 2024 and has held it in 4 quarters since. The position peaked at $279K in Q2 2025. 522 funds tracked by Wall St. Rank hold RBA as of Q3 2025.

  • FullCircle Wealth held 2,472 shares of RB Global worth $244K as of Q3 2025.
  • FullCircle Wealth sold 65 RB Global shares in Q3 2025, an estimated $7.29K.
  • RB Global made up 0.09% of FullCircle Wealth's portfolio in Q3 2025, its #233 holding.
  • FullCircle Wealth first reported a position in RB Global in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's RB Global position peaked at $279K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held RB Global as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.