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Clearstead Advisors’s RB Global RBA Stock Holding History

Clearstead Advisors’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 		$111K Buy
957
+609
+175% +$64.1K ﹤0.01% 1258
2026
Q1 		$33.4K Sell
348
-724
-68% -$76.7K ﹤0.01% 1354
2025
Q4 		$110K Buy
1,072
+243
+29% +$24.7K ﹤0.01% 1102
2025
Q3 		$89.8K Sell
829
-316
-28% -$35.4K ﹤0.01% 1081
2025
Q2 		$122K Buy
1,145
+29
+3% +$2.97K ﹤0.01% 1009
2025
Q1 		$112K Sell
1,116
-2,423
-68% -$231K ﹤0.01% 970
2024
Q4 		$319K Sell
3,539
-46
-1% -$4.12K ﹤0.01% 700
2024
Q3 		$289K Sell
3,585
-111
-3% -$9.01K ﹤0.01% 735
2024
Q2 		$282K Buy
3,696
+2,127
+136% +$159K ﹤0.01% 703
2024
Q1 		$121K Buy
1,569
+4
+0.3% +$279 0.01% 565
2023
Q4 		$105K Sell
1,565
-71
-4% -$4.56K 0.01% 577
2023
Q3 		$102K Buy
1,636
+5
+0.3% +$308 0.01% 552
2023
Q2 		$97.8K Buy
+1,631
New +$92K 0.01% 580
2023
Q1 		– Sell
-137
Closed -$7.92K – 1418
2022
Q4 		$7.92K Hold
137
– – ﹤0.01% 932
2022
Q3 		$9K Hold
137
– – ﹤0.01% 904
2022
Q2 		$9K Buy
+137
New +$8.04K ﹤0.01% 935
2021
Q4 		– Sell
-1,041
Closed -$64K – 1407
2021
Q3 		$64K Buy
1,041
+361
+53% +$22.1K ﹤0.01% 573
2021
Q2 		$40K Hold
680
– – ﹤0.01% 593
2021
Q1 		$40K Hold
680
– – ﹤0.01% 576
2020
Q4 		$47K Hold
680
– – ﹤0.01% 518
2020
Q3 		$40K Hold
680
– – ﹤0.01% 499
2020
Q2 		$28K Hold
680
– – ﹤0.01% 496
2020
Q1 		$23K Buy
+680
New +$27.2K ﹤0.01% 491

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

Clearstead Advisors's RBA Position: Q2 2026 in Review

Clearstead Advisors increased its RB Global (RBA) stake by 175% in Q2 2026, buying an estimated $64.1K and bringing the position to 957 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Clearstead Advisors first reported a position in RBA in Q1 2020 and has held it in 23 quarters since. The position peaked at $319K in Q4 2024. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Clearstead Advisors held 957 shares of RB Global worth $111K as of Q2 2026.
  • Clearstead Advisors bought 609 RB Global shares in Q2 2026, an estimated $64.1K.
  • RB Global made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1258 holding.
  • Clearstead Advisors first reported a position in RB Global in Q1 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's RB Global position peaked at $319K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.