BIAS
RBA icon

Beacon Investment Advisory Services’s RB Global RBA Stock Holding History

Beacon Investment Advisory Services’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 		$62.9K Buy
540
+30
+6% +$3.16K ﹤0.01% 395
2026
Q1 		$48.9K Buy
+510
New +$54.1K ﹤0.01% 429

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

Beacon Investment Advisory Services's RBA Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its RB Global (RBA) stake by 5.9% in Q2 2026, buying an estimated $3.16K and bringing the position to 540 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Beacon Investment Advisory Services first reported a position in RBA in Q1 2026 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Beacon Investment Advisory Services held 540 shares of RB Global worth $62.9K as of Q2 2026.
  • Beacon Investment Advisory Services bought 30 RB Global shares in Q2 2026, an estimated $3.16K.
  • RB Global made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #395 holding.
  • Beacon Investment Advisory Services first reported a position in RB Global in Q1 2026 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.