Avior Wealth Management’s RB Global RBA Stock Holding History

Avior 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	$1.32M	Sell	11,373 -25	-0.2%	-$2.63K	0.03%	310
2026 Q1	$1.09M	Buy	11,398 +747	+7%	+$79.2K	0.03%	333
2025 Q4	$1.1M	Sell	10,651 -2,492	-19%	-$253K	0.03%	295
2025 Q3	$1.42M	Sell	13,143 -71	-0.5%	-$7.96K	0.05%	245
2025 Q2	$1.4M	Buy	13,214 +11,333	+602%	+$1.16M	0.05%	223
2025 Q1	$189K	Sell	1,881 -11,333	-86%	-$1.08M	0.01%	666
2024 Q4	$1.19M	Sell	13,214 -400	-3%	-$35.8K	0.04%	252
2024 Q3	$1.1M	Hold	13,614	–	–	0.04%	267
2024 Q2	$1.04M	Buy	13,614 +920	+7%	+$68.9K	0.04%	264
2024 Q1	$967K	Buy	12,694 +961	+8%	+$67.1K	0.04%	292
2023 Q4	$785K	Hold	11,733	–	–	0.05%	247
2023 Q3	$733K	Hold	11,733	–	–	0.05%	246
2023 Q2	$704K	Buy	11,733 +2,700	+30%	+$152K	0.05%	264
2023 Q1	$508K	Buy	+9,033	New	+$533K	0.03%	340

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Avior Wealth Management reduced its RB Global (RBA) stake by 0.22% in Q2 2026, selling an estimated $2.63K and leaving 11,373 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #310.

Avior Wealth Management first reported a position in RBA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.42M in Q3 2025. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Avior Wealth Management held 11,373 shares of RB Global worth $1.32M as of Q2 2026.
Avior Wealth Management sold 25 RB Global shares in Q2 2026, an estimated $2.63K.
RB Global made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #310 holding.
Avior Wealth Management first reported a position in RB Global in Q1 2023 and has held it in 14 quarters since.
Avior Wealth Management's RB Global position peaked at $1.42M in Q3 2025.
556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.