LRI Investments’s RB Global RBA Stock Holding History

LRI Investments’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
2026 Q2	$19K	Buy	163 +6	+4%	+$631	﹤0.01%	780
2026 Q1	$15K	Buy	157 +101	+180%	+$10.7K	﹤0.01%	767
2025 Q4	$5.76K	Hold	56	–	–	﹤0.01%	1017
2025 Q3	$6.07K	Hold	56	–	–	﹤0.01%	999
2025 Q2	$5.95K	Hold	56	–	–	﹤0.01%	975
2025 Q1	$5.62K	Hold	56	–	–	﹤0.01%	917
2024 Q4	$5.05K	Hold	56	–	–	﹤0.01%	929
2024 Q3	$5.17K	Hold	56	–	–	﹤0.01%	927
2024 Q2	$4.28K	Hold	56	–	–	﹤0.01%	940
2024 Q1	$4.27K	Buy	+56	New	+$3.91K	﹤0.01%	658

Other funds holding RBA

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return