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Cordatus Wealth Management’s RB Global RBA Stock Holding History

Cordatus 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
Q1 		– Sell
-3,263
Closed -$336K – 182
2025
Q4 		$336K Buy
3,263
+9
+0.3% +$914 0.08% 135
2025
Q3 		$353K Sell
3,254
-5
-0.2% -$561 0.08% 132
2025
Q2 		$346K Buy
3,259
+15
+0.5% +$1.54K 0.09% 132
2025
Q1 		$325K Buy
+3,244
New +$310K 0.09% 123

Other funds holding RBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Cordatus Wealth Management's RBA Position: Q1 2026 in Review

Cordatus Wealth Management sold out of RB Global (RBA) in Q1 2026, closing a stake of 3,263 shares — an estimated $336K sold.

Cordatus Wealth Management first reported a position in RBA in Q1 2025 and held it in 4 quarters. The position peaked at $353K in Q3 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Cordatus Wealth Management reported no remaining RB Global position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 3,263 RB Global shares in Q1 2026, an estimated $336K.
  • Cordatus Wealth Management first reported a position in RB Global in Q1 2025 and held it in 4 quarters.
  • Cordatus Wealth Management's RB Global position peaked at $353K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.