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

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

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. 559 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.
559 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.