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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
Q2 		$52.4K Hold
450
– – ﹤0.01% 611
2026
Q1 		$43.1K Buy
+450
New +$47.7K ﹤0.01% 640

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's RBA Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its RB Global (RBA) position steady in Q2 2026 at 450 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Cassaday & Co Wealth Management first reported a position in RBA in Q1 2026 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Cassaday & Co Wealth Management held 450 shares of RB Global worth $52.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its RB Global share count unchanged in Q2 2026.
  • RB Global made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #611 holding.
  • Cassaday & Co Wealth Management first reported a position in RB Global in Q1 2026 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.