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Beaird Harris Wealth Management’s RB Global RBA Stock Holding History

Beaird Harris 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 		$3.73K Hold
32
– – ﹤0.01% 471
2026
Q1 		$3.07K Hold
32
– – ﹤0.01% 459
2025
Q4 		$3.29K Hold
32
– – ﹤0.01% 480
2025
Q3 		$3.47K Hold
32
– – ﹤0.01% 461
2025
Q2 		$3.4K Hold
32
– – ﹤0.01% 450
2025
Q1 		$3.21K Hold
32
– – ﹤0.01% 411
2024
Q4 		$2.89K Hold
32
– – ﹤0.01% 404
2024
Q3 		$2.58K Hold
32
– – ﹤0.01% 414
2024
Q2 		$2.44K Buy
+32
New +$2.4K ﹤0.01% 512

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

Beaird Harris Wealth Management's RBA Position: Q2 2026 in Review

Beaird Harris Wealth Management held its RB Global (RBA) position steady in Q2 2026 at 32 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Beaird Harris Wealth Management first reported a position in RBA in Q2 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Beaird Harris Wealth Management held 32 shares of RB Global worth $3.73K as of Q2 2026.
  • Beaird Harris Wealth Management left its RB Global share count unchanged in Q2 2026.
  • RB Global made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Beaird Harris Wealth Management first reported a position in RB Global in Q2 2024 and has held it in 9 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.