Cassaday & Co Wealth Management
RBA icon

Cassaday & Co Wealth Management’s RB Global RBA Stock Holding History

Cassaday & Co Wealth 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
Q3 		$36.6K Hold
450
– – ﹤0.01% 698
2026
Q2 		$52.4K Hold
450
– – ﹤0.01% 611
2026
Q1 		$43.1K Buy
+450
New +$47.7K ﹤0.01% 640

Other funds holding RBA

Fidelity International
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Cassaday & Co Wealth Management's RBA Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its RB Global (RBA) position steady in Q3 2026 at 450 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Cassaday & Co Wealth Management first reported a position in RBA in Q1 2026 and has held it in 3 quarters since. The position peaked at $52.4K in Q2 2026. 301 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Cassaday & Co Wealth Management held 450 shares of RB Global worth $36.6K as of Q3 2026.
  • Cassaday & Co Wealth Management left its RB Global share count unchanged in Q3 2026.
  • RB Global made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #698 holding.
  • Cassaday & Co Wealth Management first reported a position in RB Global in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's RB Global position peaked at $52.4K in Q2 2026.
  • 301 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.