AWM
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AE Wealth Management’s RB Global RBA Stock Holding History

AE Wealth Management’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 		$354K Buy
3,037
+540
+22% +$56.8K ﹤0.01% 1389
2026
Q1 		$240K Buy
2,497
+126
+5% +$13.4K ﹤0.01% 1515
2025
Q4 		$244K Sell
2,371
-330
-12% -$33.5K ﹤0.01% 1419
2025
Q3 		$293K Sell
2,701
-65
-2% -$7.29K ﹤0.01% 1189
2025
Q2 		$294K Sell
2,766
-162
-6% -$16.6K ﹤0.01% 1126
2025
Q1 		$294K Buy
+2,928
New +$279K ﹤0.01% 1096
2024
Q1 		– Sell
-9,615
Closed -$599K – 1792
2023
Q4 		$599K Buy
9,615
+3,731
+63% +$240K ﹤0.01% 1344
2023
Q3 		$368K Sell
5,884
-879
-13% -$54.2K ﹤0.01% 1520
2023
Q2 		$406K Buy
6,763
+964
+17% +$54.4K ﹤0.01% 1484
2023
Q1 		$326K Buy
+5,799
New +$342K ﹤0.01% 1510
2021
Q1 		– Sell
-4,078
Closed -$284K – 1556
2020
Q4 		$284K Buy
+4,078
New +$270K ﹤0.01% 1162

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 $3.38T AUM 44.17% 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

AE Wealth Management's RBA Position: Q2 2026 in Review

AE Wealth Management increased its RB Global (RBA) stake by 22% in Q2 2026, buying an estimated $56.8K and bringing the position to 3,037 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

AE Wealth Management first reported a position in RBA in Q4 2020 and has held it in 11 quarters since. The position peaked at $599K in Q4 2023. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • AE Wealth Management held 3,037 shares of RB Global worth $354K as of Q2 2026.
  • AE Wealth Management bought 540 RB Global shares in Q2 2026, an estimated $56.8K.
  • RB Global made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1389 holding.
  • AE Wealth Management first reported a position in RB Global in Q4 2020 and has held it in 11 quarters since.
  • AE Wealth Management's RB Global position peaked at $599K in Q4 2023.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.