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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

AE Wealth Management's RBA Position: Q1 2026 in Review

AE Wealth Management increased its RB Global (RBA) stake by 5.3% in Q1 2026, buying an estimated $13.4K and bringing the position to 2,497 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

AE Wealth Management first reported a position in RBA in Q4 2020 and has held it in 10 quarters since. The position peaked at $599K in Q4 2023. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

AE Wealth Management held 2,497 shares of RB Global worth $240K as of Q1 2026.
AE Wealth Management bought 126 RB Global shares in Q1 2026, an estimated $13.4K.
RB Global made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1515 holding.
AE Wealth Management first reported a position in RB Global in Q4 2020 and has held it in 10 quarters since.
AE Wealth Management's RB Global position peaked at $599K in Q4 2023.
540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.