Rothwell Investment Advisors, LLC’s RB Global RBA Stock Holding History

Rothwell Investment Advisors, 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	$29.2K	Buy	+359	New	+$34.1K	0.02%	536

Other funds holding RBA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's RBA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in RB Global (RBA) in Q3 2026: 359 shares worth $29.2K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings.

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

Rothwell Investment Advisors, LLC held 359 shares of RB Global worth $29.2K as of Q3 2026.
RB Global was a new Rothwell Investment Advisors, LLC position in Q3 2026.
RB Global made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #536 holding.
242 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.