Capital Advisors Ltd’s RB Global RBA Stock Holding History

Capital Advisors Ltd’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	$9K	Buy	75 +21	+39%	+$2.21K	﹤0.01%	879
2026 Q1	$5K	Buy	54 +20	+59%	+$2.12K	﹤0.01%	967
2025 Q4	$3K	Hold	34	–	–	﹤0.01%	1033
2025 Q3	$4K	Hold	34	–	–	﹤0.01%	969
2025 Q2	$4K	Hold	34	–	–	﹤0.01%	975
2025 Q1	$3K	Hold	34	–	–	﹤0.01%	998
2024 Q4	$3K	Hold	34	–	–	﹤0.01%	1021
2024 Q3	$3K	Sell	34 -1	-3%	-$81	﹤0.01%	1012
2024 Q2	$3K	Buy	35 +7	+25%	+$525	﹤0.01%	1007
2024 Q1	$2K	Hold	28	–	–	﹤0.01%	1067
2023 Q4	$2K	Hold	28	–	–	﹤0.01%	1044
2023 Q3	$2K	Hold	28	–	–	﹤0.01%	1033
2023 Q2	$2K	Hold	28	–	–	﹤0.01%	1042
2023 Q1	$2K	Buy	+28	New	+$1.65K	﹤0.01%	925

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

Capital Advisors Ltd's RBA Position: Q2 2026 in Review

Capital Advisors Ltd increased its RB Global (RBA) stake by 39% in Q2 2026, buying an estimated $2.21K and bringing the position to 75 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Capital Advisors Ltd first reported a position in RBA in Q1 2023 and has held it in 14 quarters since. 557 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Capital Advisors Ltd held 75 shares of RB Global worth $9K as of Q2 2026.
Capital Advisors Ltd bought 21 RB Global shares in Q2 2026, an estimated $2.21K.
RB Global made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #879 holding.
Capital Advisors Ltd first reported a position in RB Global in Q1 2023 and has held it in 14 quarters since.
557 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.