Moody National Bank Trust Division’s RB Global RBA Stock Holding History

Moody National Bank Trust Division’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 Q3	–	Sell	-1,928	Closed	-$205K	–	524
2025 Q2	$205K	Buy	+1,928	New	+$198K	0.02%	479
2023 Q4	–	Sell	-34,918	Closed	-$2.18M	–	617
2023 Q3	$2.18M	Buy	+34,918	New	+$2.15M	0.14%	116
2023 Q2	–	Sell	-37,473	Closed	-$2.11M	–	622
2023 Q1	$2.11M	Buy	37,473 +25,173	+205%	+$1.48M	0.18%	98
2022 Q4	$711K	Buy	+12,300	New	+$716K	0.06%	259

Other funds holding RBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moody National Bank Trust Division's RBA Position: Q3 2025 in Review

Moody National Bank Trust Division sold out of RB Global (RBA) in Q3 2025, closing a stake of 1,928 shares — an estimated $205K sold.

Moody National Bank Trust Division first reported a position in RBA in Q4 2022 and held it in 4 quarters. The position peaked at $2.18M in Q3 2023. 523 funds tracked by Wall St. Rank hold RBA as of Q3 2025.

Moody National Bank Trust Division reported no remaining RB Global position as of Q3 2025 after selling out during the quarter.
Moody National Bank Trust Division sold 1,928 RB Global shares in Q3 2025, an estimated $205K.
Moody National Bank Trust Division first reported a position in RB Global in Q4 2022 and held it in 4 quarters.
Moody National Bank Trust Division's RB Global position peaked at $2.18M in Q3 2023.
523 funds tracked by Wall St. Rank held RB Global as of Q3 2025.

Based on Moody National Bank Trust Division's 13F filing for Q3 2025, filed 6 Oct 2025.