Rise Advisors’s RB Global RBA Stock Holding History

Rise Advisors’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	-383	Closed	-$41.5K	–	1127
2025 Q3	$41.5K	Hold	383	–	–	0.01%	294
2025 Q2	$40.7K	Hold	383	–	–	0.02%	280
2025 Q1	$38.4K	Buy	+383	New	+$36.5K	0.02%	277

Other funds holding RBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Rise Advisors's RBA Position: Q4 2025 in Review

Rise Advisors sold out of RB Global (RBA) in Q4 2025, closing a stake of 383 shares — an estimated $41.5K sold.

Rise Advisors first reported a position in RBA in Q1 2025 and held it in 3 quarters. The position peaked at $41.5K in Q3 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q4 2025.

Rise Advisors reported no remaining RB Global position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 383 RB Global shares in Q4 2025, an estimated $41.5K.
Rise Advisors first reported a position in RB Global in Q1 2025 and held it in 3 quarters.
Rise Advisors's RB Global position peaked at $41.5K in Q3 2025.
541 funds tracked by Wall St. Rank held RB Global as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.