BWA
RBA icon

Basecamp Wealth Advisors’s RB Global RBA Stock Holding History

Basecamp Wealth Advisors’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 		$48.8K Sell
419
-69
-14% -$7.26K 0.01% 546
2026
Q1 		$46.8K Sell
488
-5
-1% -$530 0.01% 565
2025
Q4 		$50.7K Buy
+493
New +$50.1K 0.01% 529

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

Basecamp Wealth Advisors's RBA Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its RB Global (RBA) stake by 14% in Q2 2026, selling an estimated $7.26K and leaving 419 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #546.

Basecamp Wealth Advisors first reported a position in RBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.7K in Q4 2025. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Basecamp Wealth Advisors held 419 shares of RB Global worth $48.8K as of Q2 2026.
  • Basecamp Wealth Advisors sold 69 RB Global shares in Q2 2026, an estimated $7.26K.
  • RB Global made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #546 holding.
  • Basecamp Wealth Advisors first reported a position in RB Global in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's RB Global position peaked at $50.7K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.