SSG
RBA icon

Summit Securities Group’s RB Global RBA Stock Holding History

Summit Securities 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
2024
Q2 		– Sell
-695
Closed -$53K – 748
2024
Q1 		$53K Buy
+695
New +$48.5K 0.01% 249
2016
Q1 		– Sell
-15,000
Closed -$362K – 295
2015
Q4 		$362K Buy
+15,000
New +$385K 0.12% 125

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Summit Securities Group's RBA Position: Q2 2024 in Review

Summit Securities Group sold out of RB Global (RBA) in Q2 2024, closing a stake of 695 shares — an estimated $53K sold.

Summit Securities Group first reported a position in RBA in Q4 2015 and held it in 2 quarters. The position peaked at $362K in Q4 2015. 421 funds tracked by Wall St. Rank hold RBA as of Q2 2024.

  • Summit Securities Group reported no remaining RB Global position as of Q2 2024 after selling out during the quarter.
  • Summit Securities Group sold 695 RB Global shares in Q2 2024, an estimated $53K.
  • Summit Securities Group first reported a position in RB Global in Q4 2015 and held it in 2 quarters.
  • Summit Securities Group's RB Global position peaked at $362K in Q4 2015.
  • 421 funds tracked by Wall St. Rank held RB Global as of Q2 2024.

Based on Summit Securities Group's 13F filing for Q2 2024, filed 26 Jul 2024.