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Principal Securities’s RB Global RBA Stock Holding History

Principal Securities’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
Q4 		– Sell
-507
Closed -$54.9K – 3016
2025
Q3 		$54.9K Buy
507
+50
+11% +$5.61K ﹤0.01% 1905
2025
Q2 		$48.5K Buy
457
+155
+51% +$15.9K ﹤0.01% 1894
2025
Q1 		$27.2K Hold
302
– – ﹤0.01% 2042
2024
Q4 		$27.2K Buy
302
+94
+45% +$8.41K ﹤0.01% 2038
2024
Q3 		$16.7K Buy
208
+38
+22% +$3.08K ﹤0.01% 2212
2024
Q2 		$13K Buy
170
+14
+9% +$1.05K ﹤0.01% 2277
2024
Q1 		$11.9K Buy
156
+1
+0.6% +$70 ﹤0.01% 2248
2023
Q4 		$10.4K Buy
+155
New +$9.96K ﹤0.01% 2223

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return