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Pathstone Family Office’s RB Global RBA Stock Holding History

Pathstone Family Office’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
2023
Q3 		$226K Buy
+3,611
New +$222K ﹤0.01% 1444
2014
Q4 		– Sell
-382
Closed -$9K – 225
2014
Q3 		$9K Buy
+382
New +$9.11K 0.03% 223

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Pathstone Family Office's RBA Position: Q3 2023 in Review

Pathstone Family Office opened a new position in RB Global (RBA) in Q3 2023: 3,611 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in RBA as recently as Q3 2014.

Pathstone Family Office first reported a position in RBA in Q3 2014 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

  • Pathstone Family Office held 3,611 shares of RB Global worth $226K as of Q3 2023.
  • RB Global was a new Pathstone Family Office position in Q3 2023.
  • RB Global made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1444 holding.
  • Pathstone Family Office first reported a position in RB Global in Q3 2014 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.