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Stonegate Investment Group’s RB Global RBA Stock Holding History

Stonegate Investment 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
2025
Q3 		$273K Hold
2,517
– – 0.01% 332
2025
Q2 		$267K Buy
2,517
+243
+11% +$24.9K 0.01% 323
2025
Q1 		$228K Sell
2,274
-348
-13% -$33.2K 0.01% 314
2024
Q4 		$237K Buy
+2,622
New +$235K 0.01% 307

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonegate Investment Group's RBA Position: Q3 2025 in Review

Stonegate Investment Group held its RB Global (RBA) position steady in Q3 2025 at 2,517 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #332.

Stonegate Investment Group first reported a position in RBA in Q4 2024 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold RBA as of Q3 2025.

  • Stonegate Investment Group held 2,517 shares of RB Global worth $273K as of Q3 2025.
  • Stonegate Investment Group left its RB Global share count unchanged in Q3 2025.
  • RB Global made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #332 holding.
  • Stonegate Investment Group first reported a position in RB Global in Q4 2024 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held RB Global as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.