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Mount Yale Investment Advisors’s RB Global RBA Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-60
Closed -$6.37K – 1390
2025
Q2 		$6.37K Buy
+60
New +$6.15K ﹤0.01% 1195

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
Vontobel Holding
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's RBA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of RB Global (RBA) in Q3 2025, closing a stake of 60 shares — an estimated $6.37K sold.

Mount Yale Investment Advisors first reported a position in RBA in Q2 2025 and held it in 1 quarter. The position peaked at $6.37K in Q2 2025. 522 funds tracked by Wall St. Rank hold RBA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining RB Global position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 60 RB Global shares in Q3 2025, an estimated $6.37K.
  • Mount Yale Investment Advisors first reported a position in RB Global in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's RB Global position peaked at $6.37K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held RB Global as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.