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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
Q2 		$588K Sell
5,050
-237
-4% -$24.9K 0.01% 764
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's RBA Position: Q2 2026 in Review

Callan Family Office reduced its RB Global (RBA) stake by 4.5% in Q2 2026, selling an estimated $24.9K and leaving 5,050 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #764.

Callan Family Office first reported a position in RBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $624K in Q4 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Callan Family Office held 5,050 shares of RB Global worth $588K as of Q2 2026.
  • Callan Family Office sold 237 RB Global shares in Q2 2026, an estimated $24.9K.
  • RB Global made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #764 holding.
  • Callan Family Office first reported a position in RB Global in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's RB Global position peaked at $624K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.