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Steward Financial Group’s RB Global RBA Stock Holding History

Steward Financial Group’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 		$0 Buy
+6
New +$370 ﹤0.01% 1517
2022
Q3 		– Sell
-16
Closed -$1K – 1032
2022
Q2 		$1K Buy
+16
New +$939 ﹤0.01% 835

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 $14.3B AUM 3.49% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Steward Financial Group's RBA Position: Q3 2023 in Review

Steward Financial Group opened a new position in RB Global (RBA) in Q3 2023: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in RBA as recently as Q2 2022.

Steward Financial Group first reported a position in RBA in Q2 2022 and has held it in 2 quarters since. The position peaked at $1K in Q2 2022. 385 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

  • Steward Financial Group held 6 shares of RB Global worth $0 as of Q3 2023.
  • RB Global was a new Steward Financial Group position in Q3 2023.
  • RB Global made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1517 holding.
  • Steward Financial Group first reported a position in RB Global in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's RB Global position peaked at $1K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.