WhitTier Trust Company’s RB Global RBA Stock Holding History

WhitTier Trust Company’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	-73	Closed	-$7.32K	–	1471
2025 Q1	$7.32K	Hold	73	–	–	﹤0.01%	1138
2024 Q4	$6.58K	Hold	73	–	–	﹤0.01%	1120
2024 Q3	$5.88K	Sell	73 -19	-21%	-$1.54K	﹤0.01%	1101
2024 Q2	$7.02K	Hold	92	–	–	﹤0.01%	1035
2024 Q1	$7.01K	Sell	92 -1	-1%	-$70	﹤0.01%	994
2023 Q4	$6.22K	Hold	93	–	–	﹤0.01%	1004
2023 Q3	$5.81K	Hold	93	–	–	﹤0.01%	978
2023 Q2	$5.58K	Buy	93 +20	+27%	+$1.13K	﹤0.01%	1023
2023 Q1	$4.11K	Buy	+73	New	+$4.3K	﹤0.01%	1028
2017 Q2	–	Sell	-140	Closed	-$5K	–	935
2017 Q1	$5K	Hold	140	–	–	﹤0.01%	849
2016 Q4	$5K	Buy	+140	New	+$5.09K	﹤0.01%	853

Other funds holding RBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

WhitTier Trust Company's RBA Position: Q2 2025 in Review

WhitTier Trust Company sold out of RB Global (RBA) in Q2 2025, closing a stake of 73 shares — an estimated $7.32K sold.

WhitTier Trust Company first reported a position in RBA in Q4 2016 and held it in 11 quarters. The position peaked at $7.32K in Q1 2025. 508 funds tracked by Wall St. Rank hold RBA as of Q2 2025.

WhitTier Trust Company reported no remaining RB Global position as of Q2 2025 after selling out during the quarter.
WhitTier Trust Company sold 73 RB Global shares in Q2 2025, an estimated $7.32K.
WhitTier Trust Company first reported a position in RB Global in Q4 2016 and held it in 11 quarters.
WhitTier Trust Company's RB Global position peaked at $7.32K in Q1 2025.
508 funds tracked by Wall St. Rank held RB Global as of Q2 2025.

Based on WhitTier Trust Company's 13F filing for Q2 2025, filed 30 Jul 2025.