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Stonebridge Financial Group (Pennsylvania)’s RB Global RBA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-2
Closed -$201 – 774
2025
Q1 		$201 Buy
+2
New +$191 ﹤0.01% 935

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
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
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

Stonebridge Financial Group (Pennsylvania)'s RBA Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of RB Global (RBA) in Q2 2025, closing a stake of 2 shares — an estimated $201 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in RBA in Q1 2025 and held it in 1 quarter. The position peaked at $201 in Q1 2025. 507 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining RB Global position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2 RB Global shares in Q2 2025, an estimated $201.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in RB Global in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s RB Global position peaked at $201 in Q1 2025.
  • 507 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.