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Mowery & Schoenfeld Wealth Management’s RB Global RBA Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		$5.75K Buy
+60
New +$6.36K 0.01% 265
2025
Q4 		– Sell
-60
Closed -$6.5K – 492
2025
Q3 		$6.5K Hold
60
– – 0.01% 258
2025
Q2 		$6.37K Hold
60
– – 0.01% 252
2025
Q1 		$6.02K Hold
60
– – 0.01% 308
2024
Q4 		$5.41K Hold
60
– – 0.01% 296
2024
Q3 		$4.83K Hold
60
– – 0.01% 207
2024
Q2 		$4.58K Hold
60
– – 0.01% 176
2024
Q1 		$4.57K Sell
60
-29
-33% -$2.03K 0.01% 124
2023
Q4 		$5.95K Buy
+89
New +$5.72K 0.01% 125

Other funds holding RBA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return