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Modern Wealth Management’s RB Global RBA Stock Holding History

Modern Wealth Management’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
-2,276
Closed -$228K – 800
2025
Q1 		$228K Sell
2,276
-537
-19% -$51.2K 0.01% 611
2024
Q4 		$254K Buy
+2,813
New +$252K 0.01% 496
2024
Q3 		– Sell
-2,719
Closed -$208K – 464
2024
Q2 		$208K Sell
2,719
-1,549
-36% -$116K 0.02% 380
2024
Q1 		$325K Buy
+4,268
New +$298K 0.03% 229

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
Fidelity International
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
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

Modern Wealth Management's RBA Position: Q2 2025 in Review

Modern Wealth Management sold out of RB Global (RBA) in Q2 2025, closing a stake of 2,276 shares — an estimated $228K sold.

Modern Wealth Management first reported a position in RBA in Q1 2024 and held it in 4 quarters. The position peaked at $325K in Q1 2024. 508 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

  • Modern Wealth Management reported no remaining RB Global position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 2,276 RB Global shares in Q2 2025, an estimated $228K.
  • Modern Wealth Management first reported a position in RB Global in Q1 2024 and held it in 4 quarters.
  • Modern Wealth Management's RB Global position peaked at $325K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.