Next Financial Group’s RB Global RBA Stock Holding History

Next Financial Group’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
2021 Q4	$617K	Buy	10,081 +1,289	+15%	+$86.2K	0.04%	456
2021 Q3	$542K	Buy	8,792 +155	+2%	+$9.47K	0.04%	435
2021 Q2	$512K	Buy	8,637 +180	+2%	+$11.1K	0.04%	455
2021 Q1	$495K	Buy	8,457 +342	+4%	+$20.1K	0.04%	425
2020 Q4	$564K	Buy	8,115 +2,068	+34%	+$137K	0.05%	342
2020 Q3	$358K	Buy	6,047 +645	+12%	+$34K	0.04%	446
2020 Q2	$221K	Buy	5,402 +366	+7%	+$15K	0.03%	509
2020 Q1	$172K	Buy	5,036 +199	+4%	+$7.95K	0.02%	589
2019 Q4	$208K	Buy	4,837 +662	+16%	+$27.6K	0.02%	689
2019 Q3	$166K	Buy	4,175 +618	+17%	+$23K	0.02%	742
2019 Q2	$118K	Buy	3,557 +307	+9%	+$10.5K	0.01%	855
2019 Q1	$111K	Buy	3,250 +3,166	+3,769%	+$112K	0.03%	509
2018 Q4	$3K	Buy	+84	New	+$2.82K	﹤0.01%	1691

Other funds holding RBA

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Next Financial Group's RBA Position: Q4 2021 in Review

Next Financial Group increased its RB Global (RBA) stake by 15% in Q4 2021, buying an estimated $86.2K and bringing the position to 10,081 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #456.

Next Financial Group first reported a position in RBA in Q4 2018 and has held it in 13 quarters since. 287 funds tracked by Wall St. Rank hold RBA as of Q4 2021.

Next Financial Group held 10,081 shares of RB Global worth $617K as of Q4 2021.
Next Financial Group bought 1,289 RB Global shares in Q4 2021, an estimated $86.2K.
RB Global made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #456 holding.
Next Financial Group first reported a position in RB Global in Q4 2018 and has held it in 13 quarters since.
287 funds tracked by Wall St. Rank held RB Global as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.