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Burkett Asset Management’s RB Global RBA Stock Holding History

Burkett Asset 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 		– Sell
-16,294
Closed -$1.56M – 65
2026
Q1 		$1.56M Sell
16,294
-6,190
-28% -$656K 1.54% 21
2025
Q4 		$2.32M Buy
+22,484
New +$2.28M 2.34% 16

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

Burkett Asset Management's RBA Position: Q2 2026 in Review

Burkett Asset Management sold out of RB Global (RBA) in Q2 2026, closing a stake of 16,294 shares — an estimated $1.56M sold.

Burkett Asset Management first reported a position in RBA in Q4 2025 and held it in 2 quarters. The position peaked at $2.32M in Q4 2025. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Burkett Asset Management reported no remaining RB Global position as of Q2 2026 after selling out during the quarter.
  • Burkett Asset Management sold 16,294 RB Global shares in Q2 2026, an estimated $1.56M.
  • Burkett Asset Management first reported a position in RB Global in Q4 2025 and held it in 2 quarters.
  • Burkett Asset Management's RB Global position peaked at $2.32M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.