CFO
RBA icon

Callan Family Office’s RB Global RBA Stock Holding History

Callan Family Office’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
Q1 		$507K Sell
5,287
-774
-13% -$82K 0.01% 766
2025
Q4 		$624K Buy
6,061
+2,235
+58% +$227K 0.01% 697
2025
Q3 		$415K Sell
3,826
-923
-19% -$103K 0.01% 596
2025
Q2 		$504K Buy
4,749
+2,220
+88% +$228K 0.02% 582
2025
Q1 		$254K Sell
2,529
-409
-14% -$39K 0.02% 469
2024
Q4 		$265K Buy
+2,938
New +$263K 0.02% 520

Other funds holding RBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Callan Family Office's RBA Position: Q1 2026 in Review

Callan Family Office reduced its RB Global (RBA) stake by 13% in Q1 2026, selling an estimated $82K and leaving 5,287 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #766.

Callan Family Office first reported a position in RBA in Q4 2024 and has held it in 6 quarters since. The position peaked at $624K in Q4 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Callan Family Office held 5,287 shares of RB Global worth $507K as of Q1 2026.
  • Callan Family Office sold 774 RB Global shares in Q1 2026, an estimated $82K.
  • RB Global made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #766 holding.
  • Callan Family Office first reported a position in RB Global in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's RB Global position peaked at $624K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.