Bogart Wealth LLC’s RB Global RBA Stock Holding History

Bogart Wealth LLC’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	$2.1K	Buy	18 +3	+20%	+$316	﹤0.01%	1445
2026 Q1	$1.44K	Buy	15 +2	+15%	+$212	﹤0.01%	1351
2025 Q4	$1.34K	Hold	13	–	–	﹤0.01%	1254
2025 Q3	$1.41K	Hold	13	–	–	﹤0.01%	1227
2025 Q2	$1.38K	Hold	13	–	–	﹤0.01%	1168
2025 Q1	$1.3K	Hold	13	–	–	﹤0.01%	1143
2024 Q4	$1.17K	Hold	13	–	–	﹤0.01%	1184
2024 Q3	$1.05K	Hold	13	–	–	﹤0.01%	1021
2024 Q2	$993	Hold	13	–	–	﹤0.01%	1006
2024 Q1	$990	Hold	13	–	–	﹤0.01%	966
2023 Q4	$870	Hold	13	–	–	﹤0.01%	968
2023 Q3	$813	Hold	13	–	–	﹤0.01%	977
2023 Q2	$780	Hold	13	–	–	﹤0.01%	958
2023 Q1	$732	Buy	+13	New	+$766	﹤0.01%	1009

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's RBA Position: Q2 2026 in Review

Bogart Wealth LLC increased its RB Global (RBA) stake by 20% in Q2 2026, buying an estimated $316 and bringing the position to 18 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Bogart Wealth LLC first reported a position in RBA in Q1 2023 and has held it in 14 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Bogart Wealth LLC held 18 shares of RB Global worth $2.1K as of Q2 2026.
Bogart Wealth LLC bought 3 RB Global shares in Q2 2026, an estimated $316.
RB Global made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1445 holding.
Bogart Wealth LLC first reported a position in RB Global in Q1 2023 and has held it in 14 quarters since.
559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.