SVB Wealth’s RB Global RBA Stock Holding History

SVB Wealth’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	-278	Closed	-$27.9K	–	1358
2025 Q1	$27.9K	Buy	+278	New	+$26.5K	﹤0.01%	685

Other funds holding RBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SVB Wealth's RBA Position: Q2 2025 in Review

SVB Wealth sold out of RB Global (RBA) in Q2 2025, closing a stake of 278 shares — an estimated $27.9K sold.

SVB Wealth first reported a position in RBA in Q1 2025 and held it in 1 quarter. The position peaked at $27.9K in Q1 2025. 507 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

SVB Wealth reported no remaining RB Global position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 278 RB Global shares in Q2 2025, an estimated $27.9K.
SVB Wealth first reported a position in RB Global in Q1 2025 and held it in 1 quarter.
SVB Wealth's RB Global position peaked at $27.9K in Q1 2025.
507 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.