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LGT Financial Advisors’s RB Global RBA Stock Holding History

LGT Financial 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
Q1 		– Sell
-311
Closed -$28.1K – 626
2024
Q4 		$28.1K Hold
311
– – 0.06% 236
2024
Q3 		$25K Hold
311
– – 0.06% 234
2024
Q2 		$23.7K Buy
+311
New +$23.3K 0.05% 266

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

LGT Financial Advisors's RBA Position: Q1 2025 in Review

LGT Financial Advisors sold out of RB Global (RBA) in Q1 2025, closing a stake of 311 shares — an estimated $28.1K sold.

LGT Financial Advisors first reported a position in RBA in Q2 2024 and held it in 3 quarters. The position peaked at $28.1K in Q4 2024. 489 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

  • LGT Financial Advisors reported no remaining RB Global position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 311 RB Global shares in Q1 2025, an estimated $28.1K.
  • LGT Financial Advisors first reported a position in RB Global in Q2 2024 and held it in 3 quarters.
  • LGT Financial Advisors's RB Global position peaked at $28.1K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.