Orion Portfolio Solutions’s RB Global RBA Stock Holding History

Orion Portfolio Solutions’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 Q1	$539K	Sell	5,372 -552	-9%	-$52.7K	0.01%	1386
2024 Q4	$534K	Sell	5,924 -148	-2%	-$13.2K	0.01%	1321
2024 Q3	$489K	Sell	6,072 -8,705	-59%	-$707K	﹤0.01%	1346
2024 Q2	$1.13M	Sell	14,777 -582	-4%	-$43.6K	0.01%	935
2024 Q1	$1.17M	Buy	15,359 +713	+5%	+$49.8K	0.01%	918
2023 Q4	$965K	Sell	14,646 -1,789	-11%	-$115K	0.01%	955
2023 Q3	$1.03M	Buy	16,435 +1,561	+10%	+$96.2K	0.01%	923
2023 Q2	$892K	Buy	14,874 +237	+2%	+$13.4K	0.01%	997
2023 Q1	$824K	Buy	+14,637	New	+$863K	0.01%	954
2020 Q1	–	Sell	-6	Closed	–	–	2231
2019 Q4	$0	Buy	+6	New	+$250	﹤0.01%	1924

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

EIG

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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Orion Portfolio Solutions's RBA Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its RB Global (RBA) stake by 9.3% in Q1 2025, selling an estimated $52.7K and leaving 5,372 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #1386.

Orion Portfolio Solutions first reported a position in RBA in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2024. 489 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

Orion Portfolio Solutions held 5,372 shares of RB Global worth $539K as of Q1 2025.
Orion Portfolio Solutions sold 552 RB Global shares in Q1 2025, an estimated $52.7K.
RB Global made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1386 holding.
Orion Portfolio Solutions first reported a position in RB Global in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's RB Global position peaked at $1.17M in Q1 2024.
489 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.