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Park Square Financial Group’s RB Global RBA Stock Holding History

Park Square 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
2025
Q3 		– Sell
-52
Closed -$5.52K – 804
2025
Q2 		$5.52K Hold
52
– – ﹤0.01% 722
2025
Q1 		$5.22K Hold
52
– – ﹤0.01% 736
2024
Q4 		$4.69K Buy
+52
New +$4.65K ﹤0.01% 720

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Park Square Financial Group's RBA Position: Q3 2025 in Review

Park Square Financial Group sold out of RB Global (RBA) in Q3 2025, closing a stake of 52 shares — an estimated $5.52K sold.

Park Square Financial Group first reported a position in RBA in Q4 2024 and held it in 3 quarters. The position peaked at $5.52K in Q2 2025. 523 funds tracked by Wall St. Rank hold RBA as of Q3 2025.

  • Park Square Financial Group reported no remaining RB Global position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 52 RB Global shares in Q3 2025, an estimated $5.52K.
  • Park Square Financial Group first reported a position in RB Global in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's RB Global position peaked at $5.52K in Q2 2025.
  • 523 funds tracked by Wall St. Rank held RB Global as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.