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CBIZ Investment Advisory Services’s RB Global RBA Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-139
Closed -$14.3K – 675
2025
Q4 		$14.3K Buy
+139
New +$14.1K ﹤0.01% 314

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CBIZ Investment Advisory Services's RBA Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of RB Global (RBA) in Q1 2026, closing a stake of 139 shares — an estimated $14.3K sold.

CBIZ Investment Advisory Services first reported a position in RBA in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining RB Global position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 139 RB Global shares in Q1 2026, an estimated $14.3K.
  • CBIZ Investment Advisory Services first reported a position in RB Global in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's RB Global position peaked at $14.3K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.