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Peloton Wealth Strategists’s RB Global RBA Stock Holding History

Peloton Wealth Strategists’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 		– Sell
-2,845
Closed -$257K – 97
2024
Q4 		$257K Buy
+2,845
New +$255K 0.1% 85

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

Peloton Wealth Strategists's RBA Position: Q1 2025 in Review

Peloton Wealth Strategists sold out of RB Global (RBA) in Q1 2025, closing a stake of 2,845 shares — an estimated $257K sold.

Peloton Wealth Strategists first reported a position in RBA in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 488 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

  • Peloton Wealth Strategists reported no remaining RB Global position as of Q1 2025 after selling out during the quarter.
  • Peloton Wealth Strategists sold 2,845 RB Global shares in Q1 2025, an estimated $257K.
  • Peloton Wealth Strategists first reported a position in RB Global in Q4 2024 and held it in 1 quarter.
  • Peloton Wealth Strategists's RB Global position peaked at $257K in Q4 2024.
  • 488 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on Peloton Wealth Strategists's 13F filing for Q1 2025, filed 16 May 2025.