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Advisor OS’s RB Global RBA Stock Holding History

Advisor OS’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
Q2 		$236K Sell
2,026
-1,582
-44% -$166K 0.02% 512
2026
Q1 		$346K Sell
3,608
-3,691
-51% -$391K 0.03% 397
2025
Q4 		$751K Sell
7,299
-237
-3% -$24.1K 0.06% 205
2025
Q3 		$817K Buy
7,536
+408
+6% +$45.7K 0.07% 183
2025
Q2 		$757K Buy
7,128
+227
+3% +$23.3K 0.07% 191
2025
Q1 		$692K Sell
6,901
-71
-1% -$6.77K 0.08% 177
2024
Q4 		$629K Buy
6,972
+527
+8% +$47.2K 0.07% 186
2024
Q3 		$519K Sell
6,445
-1,907
-23% -$155K 0.05% 248
2024
Q2 		$638K Buy
8,352
+156
+2% +$11.7K 0.07% 212
2024
Q1 		$624K Buy
8,196
+982
+14% +$68.6K 0.07% 210
2023
Q4 		$483K Buy
7,214
+1,163
+19% +$74.7K 0.06% 216
2023
Q3 		$378K Buy
6,051
+2,086
+53% +$129K 0.06% 209
2023
Q2 		$238K Buy
+3,965
New +$224K 0.04% 264

Other funds holding RBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Advisor OS's RBA Position: Q2 2026 in Review

Advisor OS reduced its RB Global (RBA) stake by 44% in Q2 2026, selling an estimated $166K and leaving 2,026 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #512.

Advisor OS first reported a position in RBA in Q2 2023 and has held it in 13 quarters since. The position peaked at $817K in Q3 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Advisor OS held 2,026 shares of RB Global worth $236K as of Q2 2026.
  • Advisor OS sold 1,582 RB Global shares in Q2 2026, an estimated $166K.
  • RB Global made up 0.02% of Advisor OS's portfolio in Q2 2026, its #512 holding.
  • Advisor OS first reported a position in RB Global in Q2 2023 and has held it in 13 quarters since.
  • Advisor OS's RB Global position peaked at $817K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.