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Baron Wealth Management’s RB Global RBA Stock Holding History

Baron 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 		$413K Sell
3,545
-8
-0.2% -$842 0.11% 138
2026
Q1 		$341K Hold
3,553
– – 0.1% 165
2025
Q4 		$365K Sell
3,553
-8
-0.2% -$813 0.11% 143
2025
Q3 		$386K Sell
3,561
-1,360
-28% -$152K 0.13% 117
2025
Q2 		$523K Sell
4,921
-315
-6% -$32.3K 0.19% 78
2025
Q1 		$525K Sell
5,236
-116
-2% -$11.1K 0.23% 68
2024
Q4 		$483K Hold
5,352
– – 0.23% 70
2024
Q3 		$431K Sell
5,352
-5
-0.1% -$406 0.21% 75
2024
Q2 		$409K Sell
5,357
-26
-0.5% -$1.95K 0.21% 73
2024
Q1 		$410K Sell
5,383
-1,532
-22% -$107K 0.22% 73
2023
Q4 		$463K Hold
6,915
– – 0.25% 58
2023
Q3 		$432K Sell
6,915
-966
-12% -$59.5K 0.28% 57
2023
Q2 		$473K Sell
7,881
-498
-6% -$28.1K 0.3% 53
2023
Q1 		$472K Buy
8,379
+537
+7% +$31.7K 0.33% 49
2022
Q4 		$454K Buy
+7,842
New +$457K 0.35% 42

Other funds holding RBA

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

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

Baron Wealth Management reduced its RB Global (RBA) stake by 0.23% in Q2 2026, selling an estimated $842 and leaving 3,545 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #138.

Baron Wealth Management first reported a position in RBA in Q4 2022 and has held it in 15 quarters since. The position peaked at $525K in Q1 2025. 68 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Baron Wealth Management held 3,545 shares of RB Global worth $413K as of Q2 2026.
  • Baron Wealth Management sold 8 RB Global shares in Q2 2026, an estimated $842.
  • RB Global made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Baron Wealth Management first reported a position in RB Global in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's RB Global position peaked at $525K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

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