BFP
RBA icon

Birchwood Financial Partners’s RB Global RBA Stock Holding History

Birchwood Financial Partners’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 		$16.1K Sell
138
-1
-0.7% -$105 0.01% 248
2026
Q1 		$13.3K Sell
139
-2
-1% -$212 0.01% 257
2025
Q4 		$14.5K Buy
+141
New +$14.3K 0.01% 253

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

Birchwood Financial Partners's RBA Position: Q2 2026 in Review

Birchwood Financial Partners reduced its RB Global (RBA) stake by 0.72% in Q2 2026, selling an estimated $105 and leaving 138 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #248.

Birchwood Financial Partners first reported a position in RBA in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Birchwood Financial Partners held 138 shares of RB Global worth $16.1K as of Q2 2026.
  • Birchwood Financial Partners sold 1 RB Global share in Q2 2026, an estimated $105.
  • RB Global made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #248 holding.
  • Birchwood Financial Partners first reported a position in RB Global in Q4 2025 and has held it in 3 quarters since.
  • 557 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.