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Avion Wealth’s RB Global RBA Stock Holding History

Avion Wealth’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 		$6K Buy
59
+14
+31% +$1.47K ﹤0.01% 752
2026
Q1 		$4K Buy
45
+5
+13% +$530 ﹤0.01% 724
2025
Q4 		$4K Sell
40
-5
-11% -$508 ﹤0.01% 726
2025
Q3 		$4K Sell
45
-1
-2% -$112 ﹤0.01% 705
2025
Q2 		$4K Buy
46
+25
+119% +$2.56K ﹤0.01% 685
2025
Q1 		$1K Hold
21
– – ﹤0.01% 913
2024
Q4 		$1K Buy
21
+6
+40% +$537 ﹤0.01% 910
2024
Q3 		$1K Hold
15
– – ﹤0.01% 886
2024
Q2 		$1K Buy
15
+7
+88% +$525 ﹤0.01% 796
2024
Q1 		$1K Buy
+8
New +$559 ﹤0.01% 1047
2023
Q4 		– Sell
-24
Closed -$1K – 1297
2023
Q3 		$1K Buy
+24
New +$1.48K ﹤0.01% 711

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

Avion Wealth's RBA Position: Q2 2026 in Review

Avion Wealth increased its RB Global (RBA) stake by 31% in Q2 2026, buying an estimated $1.47K and bringing the position to 59 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Avion Wealth first reported a position in RBA in Q3 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Avion Wealth held 59 shares of RB Global worth $6K as of Q2 2026.
  • Avion Wealth bought 14 RB Global shares in Q2 2026, an estimated $1.47K.
  • RB Global made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #752 holding.
  • Avion Wealth first reported a position in RB Global in Q3 2023 and has held it in 11 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.