Aviso Financial’s RB Global RBA Stock Holding History

Aviso Financial’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	$9.46M	Sell	81,262 -10,055	-11%	-$1.06M	0.33%	41
2026 Q1	$8.75M	Sell	91,317 -8,114	-8%	-$860K	0.31%	44
2025 Q4	$10.2M	Sell	99,431 -203	-0.2%	-$20.6K	0.39%	37
2025 Q3	$10.8M	Buy	99,634 +2,908	+3%	+$326K	0.44%	39
2025 Q2	$10.3M	Buy	96,726 +3,450	+4%	+$354K	0.46%	37
2025 Q1	$9.37M	Buy	93,276 +12,306	+15%	+$1.17M	0.46%	35
2024 Q4	$7.31M	Buy	80,970 +1,112	+1%	+$99.5K	0.37%	40
2024 Q3	$6.43M	Buy	79,858 +3,803	+5%	+$309K	0.32%	45
2024 Q2	$5.78M	Buy	+76,055	New	+$5.7M	0.32%	45

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

Aviso Financial's RBA Position: Q2 2026 in Review

Aviso Financial reduced its RB Global (RBA) stake by 11% in Q2 2026, selling an estimated $1.06M and leaving 81,262 shares worth $9.46M. The position accounts for 0.33% of the portfolio, ranked #41.

Aviso Financial first reported a position in RBA in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q3 2025. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Aviso Financial held 81,262 shares of RB Global worth $9.46M as of Q2 2026.
Aviso Financial sold 10,055 RB Global shares in Q2 2026, an estimated $1.06M.
RB Global made up 0.33% of Aviso Financial's portfolio in Q2 2026, its #41 holding.
Aviso Financial first reported a position in RB Global in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's RB Global position peaked at $10.8M in Q3 2025.
558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.