PWM
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Parkworth Wealth Management’s RB Global RBA Stock Holding History

Parkworth 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
2025
Q2 		$425 Buy
4
+3
+300% +$308 ﹤0.01% 689
2025
Q1 		$100 Hold
1
– – ﹤0.01% 939
2024
Q4 		$90 Buy
+1
New +$89 ﹤0.01% 1014

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Parkworth Wealth Management's RBA Position: Q2 2025 in Review

Parkworth Wealth Management increased its RB Global (RBA) stake by 300% in Q2 2025, buying an estimated $308 and bringing the position to 4 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Parkworth Wealth Management first reported a position in RBA in Q4 2024 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of RB Global worth $425 as of Q2 2025.
  • Parkworth Wealth Management bought 3 RB Global shares in Q2 2025, an estimated $308.
  • RB Global made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #689 holding.
  • Parkworth Wealth Management first reported a position in RB Global in Q4 2024 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.