CWP
RBA icon

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
Q2 		$11.8K Buy
+101
New +$10.6K ﹤0.01% 548
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
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

Concord Wealth Partners's RBA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in RB Global (RBA) in Q2 2026: 101 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in RBA as recently as Q4 2025.

Concord Wealth Partners first reported a position in RBA in Q4 2020 and has held it in 21 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Concord Wealth Partners held 101 shares of RB Global worth $11.8K as of Q2 2026.
  • RB Global was a new Concord Wealth Partners position in Q2 2026.
  • RB Global made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #548 holding.
  • Concord Wealth Partners first reported a position in RB Global in Q4 2020 and has held it in 21 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.