IWA
RBA icon

Icon Wealth Advisors’s RB Global RBA Stock Holding History

Icon Wealth Advisors’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
Q4 		– Sell
-1,251
Closed -$136K – 494
2025
Q3 		$136K Sell
1,251
-484
-28% -$54.3K 0.01% 444
2025
Q2 		$184K Sell
1,735
-693
-29% -$71K 0.01% 388
2025
Q1 		$244K Sell
2,428
-2,257
-48% -$215K 0.02% 313
2024
Q4 		$423K Sell
4,685
-307
-6% -$27.5K 0.03% 237
2024
Q3 		$402K Sell
4,992
-2,578
-34% -$209K 0.03% 241
2024
Q2 		$603K Sell
7,570
-1,821
-19% -$136K 0.05% 186
2024
Q1 		$715K Sell
9,391
-1,080
-10% -$75.4K 0.07% 165
2023
Q4 		$700K Buy
+10,471
New +$673K 0.07% 152
2022
Q4 		$967K Sell
16,722
-1,089
-6% -$63.4K 0.11% 136
2022
Q3 		$1.11M Buy
+17,811
New +$1.21M 0.14% 122

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Icon Wealth Advisors's RBA Position: Q4 2025 in Review

Icon Wealth Advisors sold out of RB Global (RBA) in Q4 2025, closing a stake of 1,251 shares — an estimated $136K sold.

Icon Wealth Advisors first reported a position in RBA in Q3 2022 and held it in 10 quarters. The position peaked at $1.11M in Q3 2022. 540 funds tracked by Wall St. Rank hold RBA as of Q4 2025.

  • Icon Wealth Advisors reported no remaining RB Global position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,251 RB Global shares in Q4 2025, an estimated $136K.
  • Icon Wealth Advisors first reported a position in RB Global in Q3 2022 and held it in 10 quarters.
  • Icon Wealth Advisors's RB Global position peaked at $1.11M in Q3 2022.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.