Superior Planning, LLC’s RB Global RBA Stock Holding History

Superior Planning, LLC’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
2026 Q3	$8.95K	Buy	+110	New	+$10.5K	﹤0.01%	971

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Superior Planning, LLC's RBA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in RB Global (RBA) in Q3 2026: 110 shares worth $8.95K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

362 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

Superior Planning, LLC held 110 shares of RB Global worth $8.95K as of Q3 2026.
RB Global was a new Superior Planning, LLC position in Q3 2026.
RB Global made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #971 holding.
362 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.