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USA Financial Formulas’s RB Global RBA Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-1,555
Closed -$169K – 461
2025
Q3 		$169K Buy
+1,555
New +$174K 0.03% 157
2015
Q3 		– Sell
-18,728
Closed -$523K – 178
2015
Q2 		$523K Buy
+18,728
New +$514K 0.16% 108

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

USA Financial Formulas's RBA Position: Q4 2025 in Review

USA Financial Formulas sold out of RB Global (RBA) in Q4 2025, closing a stake of 1,555 shares — an estimated $169K sold.

USA Financial Formulas first reported a position in RBA in Q2 2015 and held it in 2 quarters. The position peaked at $523K in Q2 2015. 541 funds tracked by Wall St. Rank hold RBA as of Q4 2025.

  • USA Financial Formulas reported no remaining RB Global position as of Q4 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,555 RB Global shares in Q4 2025, an estimated $169K.
  • USA Financial Formulas first reported a position in RB Global in Q2 2015 and held it in 2 quarters.
  • USA Financial Formulas's RB Global position peaked at $523K in Q2 2015.
  • 541 funds tracked by Wall St. Rank held RB Global as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.