United Services Automobile Association’s RB Global RBA Stock Holding History

United Services Automobile Association’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	-18,164	Closed	-$2.1M	–	799
2025 Q1	$2.1M	Sell	18,164 -249	-1%	-$23.8K	0.06%	160
2024 Q4	$2.39M	Hold	18,413	–	–	0.08%	141
2024 Q3	$1.69M	Sell	18,413 -3,277	-15%	-$266K	0.04%	154
2024 Q2	$408K	Buy	+21,690	New	+$1.63M	0.01%	367
2018 Q2	–	Sell	-207,000	Closed	-$6.51M	–	2334
2018 Q1	$6.51M	Sell	207,000 -35,000	-14%	-$1.12M	0.02%	715
2017 Q4	$7.24M	Sell	242,000 -42,000	-15%	-$1.18M	0.02%	661
2017 Q3	$8.98M	Buy	+284,000	New	+$8.23M	0.03%	557

Other funds holding RBA

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

BlackRock New York $5.7T 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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