Global Financial Private Client’s RB Global RBA Stock Holding History

Global Financial Private Client’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	–	Sell	-37	Closed	-$3.71K	–	1276
2025 Q1	$3.71K	Hold	37	–	–	﹤0.01%	732
2024 Q4	$3.34K	Hold	37	–	–	﹤0.01%	675
2024 Q3	$2.98K	Hold	37	–	–	﹤0.01%	688
2024 Q2	$2.83K	Hold	37	–	–	﹤0.01%	550
2024 Q1	$2.84K	Hold	37	–	–	﹤0.01%	567
2023 Q4	$2.48K	Hold	37	–	–	﹤0.01%	569
2023 Q3	$2.31K	Hold	37	–	–	﹤0.01%	561
2023 Q2	$2.23K	Hold	37	–	–	﹤0.01%	569
2023 Q1	$2.08K	Hold	37	–	–	﹤0.01%	572
2022 Q4	$2.14K	Hold	37	–	–	﹤0.01%	556
2022 Q3	$2.33K	Hold	37	–	–	﹤0.01%	520
2022 Q2	$2.5K	Hold	37	–	–	﹤0.01%	504
2022 Q1	$2.19K	Hold	37	–	–	﹤0.01%	528
2021 Q4	$2.27K	Hold	37	–	–	﹤0.01%	518
2021 Q3	$2.28K	Hold	37	–	–	﹤0.01%	462
2021 Q2	$2.21K	Hold	37	–	–	﹤0.01%	470
2021 Q1	$2.24K	Hold	37	–	–	﹤0.01%	425
2020 Q4	$2.57K	Hold	37	–	–	﹤0.01%	400
2020 Q3	$2.24K	Hold	37	–	–	﹤0.01%	397
2020 Q2	$1.49K	Hold	37	–	–	﹤0.01%	468
2020 Q1	$1.26K	Hold	37	–	–	﹤0.01%	481
2019 Q4	$1.59K	Buy	+37	New	+$1.54K	﹤0.01%	501

Other funds holding RBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Global Financial Private Client's RBA Position: Q2 2025 in Review

Global Financial Private Client sold out of RB Global (RBA) in Q2 2025, closing a stake of 37 shares — an estimated $3.71K sold.

Global Financial Private Client first reported a position in RBA in Q4 2019 and held it in 22 quarters. The position peaked at $3.71K in Q1 2025. 508 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

Global Financial Private Client reported no remaining RB Global position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 37 RB Global shares in Q2 2025, an estimated $3.71K.
Global Financial Private Client first reported a position in RB Global in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's RB Global position peaked at $3.71K in Q1 2025.
508 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.