Concord Wealth Partners’s RB Global RBA Stock Holding History

Concord Wealth Partners’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	-101	Closed	-$10.4K	–	651
2025 Q4	$10.4K	Hold	101	–	–	﹤0.01%	530
2025 Q3	$10.9K	Hold	101	–	–	﹤0.01%	528
2025 Q2	$10.7K	Buy	101 +1	+1%	+$103	﹤0.01%	531
2025 Q1	$10K	Hold	100	–	–	﹤0.01%	512
2024 Q4	$9.02K	Hold	100	–	–	﹤0.01%	537
2024 Q3	$8.05K	Hold	100	–	–	﹤0.01%	580
2024 Q2	$7.64K	Hold	100	–	–	﹤0.01%	535
2024 Q1	$7.62K	Hold	100	–	–	﹤0.01%	599
2023 Q4	$6.69K	Sell	100 -21	-17%	-$1.35K	﹤0.01%	607
2023 Q3	$7.56K	Hold	121	–	–	﹤0.01%	661
2023 Q2	$7.26K	Hold	121	–	–	﹤0.01%	647
2023 Q1	$6.81K	Buy	121 +37	+44%	+$2.18K	﹤0.01%	632
2022 Q4	$4.86K	Buy	+84	New	+$4.89K	﹤0.01%	772
2022 Q3	–	Sell	-84	Closed	-$5K	–	902
2022 Q2	$5K	Hold	84	–	–	﹤0.01%	833
2022 Q1	$5K	Sell	84 -7	-8%	-$411	﹤0.01%	920
2021 Q4	$6K	Buy	91 +7	+8%	+$468	﹤0.01%	913
2021 Q3	$5K	Hold	84	–	–	﹤0.01%	597
2021 Q2	$5K	Hold	84	–	–	﹤0.01%	741
2021 Q1	$5K	Hold	84	–	–	﹤0.01%	678
2020 Q4	$6K	Buy	+84	New	+$5.56K	﹤0.01%	401

Other funds holding RBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Concord Wealth Partners's RBA Position: Q1 2026 in Review

Concord Wealth Partners sold out of RB Global (RBA) in Q1 2026, closing a stake of 101 shares — an estimated $10.4K sold.

Concord Wealth Partners first reported a position in RBA in Q4 2020 and held it in 20 quarters. The position peaked at $10.9K in Q3 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Concord Wealth Partners reported no remaining RB Global position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 101 RB Global shares in Q1 2026, an estimated $10.4K.
Concord Wealth Partners first reported a position in RB Global in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's RB Global position peaked at $10.9K in Q3 2025.
540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.