Corient Private Wealth
RBA icon

Corient Private Wealth’s RB Global RBA Stock Holding History

Corient Private Wealth’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 		$2.8M Buy
24,050
+3,248
+16% +$342K ﹤0.01% 1169
2026
Q1 		$1.98M Sell
20,802
-23,154
-53% -$2.45M ﹤0.01% 1272
2025
Q4 		$4.54M Buy
43,956
+21,452
+95% +$2.18M ﹤0.01% 1097
2025
Q3 		$2.44M Buy
22,504
+980
+5% +$110K ﹤0.01% 979
2025
Q2 		$2.29M Buy
21,524
+208
+1% +$21.3K ﹤0.01% 981
2025
Q1 		$2.14M Sell
21,316
-1,520
-7% -$145K ﹤0.01% 954
2024
Q4 		$2.06M Sell
22,836
-928
-4% -$83K ﹤0.01% 985
2024
Q3 		$1.91M Buy
23,764
+785
+3% +$63.7K ﹤0.01% 1122
2024
Q2 		$1.75M Buy
22,979
+1,326
+6% +$99.4K ﹤0.01% 1081
2024
Q1 		$1.65M Buy
21,653
+867
+4% +$60.6K ﹤0.01% 1115
2023
Q4 		$1.39M Buy
20,786
+1,557
+8% +$100K ﹤0.01% 1159
2023
Q3 		$1.2M Sell
19,229
-3,643
-16% -$224K ﹤0.01% 1129
2023
Q2 		$1.37M Sell
22,872
-14,680
-39% -$828K ﹤0.01% 1041
2023
Q1 		$2.11M Buy
+37,552
New +$2.21M 0.01% 825

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

Corient Private Wealth's RBA Position: Q2 2026 in Review

Corient Private Wealth increased its RB Global (RBA) stake by 16% in Q2 2026, buying an estimated $342K and bringing the position to 24,050 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Corient Private Wealth first reported a position in RBA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.54M in Q4 2025. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Corient Private Wealth held 24,050 shares of RB Global worth $2.8M as of Q2 2026.
  • Corient Private Wealth bought 3,248 RB Global shares in Q2 2026, an estimated $342K.
  • RB Global made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1169 holding.
  • Corient Private Wealth first reported a position in RB Global in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's RB Global position peaked at $4.54M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.