Caldwell Investment Management’s RB Global RBA Stock Holding History

Caldwell Investment 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	$1.15M	Buy	+9,900	New	+$1.04M	0.76%	19
2025 Q4	–	Sell	-54,800	Closed	-$5.89M	–	33
2025 Q3	$5.89M	Hold	54,800	–	–	3.87%	7
2025 Q2	$5.81M	Hold	54,800	–	–	5.03%	6
2025 Q1	$5.34M	Hold	54,800	–	–	3.96%	6
2024 Q4	$4.94M	Hold	54,800	–	–	3.33%	7
2024 Q3	$4.4M	Hold	54,800	–	–	3.08%	9
2024 Q2	$4.18M	Hold	54,800	–	–	3.14%	9
2024 Q1	$4.17M	Buy	+54,800	New	+$3.83M	3.11%	7

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 $3.37T AUM 44.26% 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

Caldwell Investment Management's RBA Position: Q2 2026 in Review

Caldwell Investment Management opened a new position in RB Global (RBA) in Q2 2026: 9,900 shares worth $1.15M. The stake represents 0.76% of the portfolio and ranks #19 among its holdings. This is a return to the name: Caldwell Investment Management previously reported a position in RBA as recently as Q3 2025.

Caldwell Investment Management first reported a position in RBA in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.89M in Q3 2025. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Caldwell Investment Management held 9,900 shares of RB Global worth $1.15M as of Q2 2026.
RB Global was a new Caldwell Investment Management position in Q2 2026.
RB Global made up 0.76% of Caldwell Investment Management's portfolio in Q2 2026, its #19 holding.
Caldwell Investment Management first reported a position in RB Global in Q1 2024 and has held it in 8 quarters since.
Caldwell Investment Management's RB Global position peaked at $5.89M in Q3 2025.
558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.