WANY
RBA icon

Wealthspire Advisors (New York)’s RB Global RBA Stock Holding History

Wealthspire Advisors (New York)’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
-438
Closed -$47.5K – 2445
2025
Q3 		$47.5K Buy
+438
New +$49.1K ﹤0.01% 1270

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 $129B AUM 30.83% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s RBA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of RB Global (RBA) in Q4 2025, closing a stake of 438 shares — an estimated $47.5K sold.

Wealthspire Advisors (New York) first reported a position in RBA in Q3 2025 and held it in 1 quarter. The position peaked at $47.5K in Q3 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining RB Global position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 438 RB Global shares in Q4 2025, an estimated $47.5K.
  • Wealthspire Advisors (New York) first reported a position in RB Global in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s RB Global position peaked at $47.5K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held RB Global as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.