Oliver Lagore Vanvalin Investment Group’s RB Global RBA Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$181K	Buy	+1,804	New	+$185K	0.07%	140
2024 Q4	$161K	Buy	1,780 +695	+64%	+$62.2K	0.04%	131
2024 Q3	$87.4K	Buy	1,085 +110	+11%	+$8.93K	0.02%	187
2024 Q2	$74.5K	Sell	975 -542	-36%	-$40.6K	0.02%	195
2024 Q1	$116K	Buy	1,517 +69	+5%	+$4.82K	0.03%	168
2023 Q4	$96.9K	Buy	1,448 +562	+63%	+$36.1K	0.04%	154
2023 Q3	$55.4K	Sell	886 -165	-16%	-$10.2K	0.02%	229
2023 Q2	$63.1K	Buy	1,051 +39	+4%	+$2.2K	0.02%	225
2023 Q1	$57K	Buy	+1,012	New	+$59.7K	0.02%	184

Other funds holding RBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's RBA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in RB Global (RBA) in Q2 2025: 1,804 shares worth $181K. The stake represents 0.07% of the portfolio and ranks #140 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in RBA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in RBA in Q1 2023 and has held it in 9 quarters since. 508 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,804 shares of RB Global worth $181K as of Q2 2025.
RB Global was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
RB Global made up 0.07% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #140 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in RB Global in Q1 2023 and has held it in 9 quarters since.
508 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.