Arkadios Wealth Advisors’s RB Global RBA Stock Holding History

Arkadios Wealth Advisors’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	$263K	Sell	2,743 -23	-0.8%	-$2.44K	﹤0.01%	1425
2025 Q4	$285K	Buy	+2,766	New	+$281K	0.01%	1274
2021 Q4	–	Sell	-442	Closed	-$27K	–	1485
2021 Q3	$27K	Sell	442 -114	-21%	-$6.96K	﹤0.01%	1108
2021 Q2	$32K	Buy	556 +1	+0.2%	+$62	﹤0.01%	1101
2021 Q1	$32K	Buy	555 +2	+0.4%	+$117	0.01%	826
2020 Q4	$38K	Buy	553 +116	+27%	+$7.68K	0.01%	610
2020 Q3	$28.1K	Buy	437 +1	+0.2%	+$53	0.01%	527
2020 Q2	$18.3K	Buy	436 +1	+0.2%	+$41	0.01%	554
2020 Q1	$14.9K	Buy	435 +2	+0.5%	+$80	0.01%	553
2019 Q4	$18.5K	Buy	+433	New	+$18K	0.01%	474

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

Arkadios Wealth Advisors's RBA Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its RB Global (RBA) stake by 0.83% in Q1 2026, selling an estimated $2.44K and leaving 2,743 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Arkadios Wealth Advisors first reported a position in RBA in Q4 2019 and has held it in 10 quarters since. The position peaked at $285K in Q4 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Arkadios Wealth Advisors held 2,743 shares of RB Global worth $263K as of Q1 2026.
Arkadios Wealth Advisors sold 23 RB Global shares in Q1 2026, an estimated $2.44K.
RB Global made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1425 holding.
Arkadios Wealth Advisors first reported a position in RB Global in Q4 2019 and has held it in 10 quarters since.
Arkadios Wealth Advisors's RB Global position peaked at $285K in Q4 2025.
540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.