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Cornerstone Planning Group’s RB Global RBA Stock Holding History

Cornerstone Planning Group’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 		$15.4K Buy
139
+4
+3% +$421 ﹤0.01% 755
2026
Q1 		$14.4K Buy
135
+6
+5% +$636 ﹤0.01% 783
2025
Q4 		$15K Buy
129
+113
+706% +$11.5K ﹤0.01% 674
2025
Q3 		$304 Sell
16
-107
-87% -$12K ﹤0.01% 1578
2025
Q2 		$13.5K Sell
123
-29
-19% -$2.97K ﹤0.01% 489
2025
Q1 		$14.9K Buy
152
+17
+13% +$1.62K ﹤0.01% 467
2024
Q4 		$12.3K Hold
135
– – ﹤0.01% 385
2024
Q3 		$11.7K Buy
135
+3
+2% +$243 ﹤0.01% 384
2024
Q2 		$9.41K Sell
132
-240
-65% -$18K ﹤0.01% 454
2024
Q1 		$26.8K Sell
372
-110
-23% -$7.68K 0.01% 259
2023
Q4 		$32.3K Sell
482
-14
-3% -$900 0.01% 246
2023
Q3 		$31K Sell
496
-254
-34% -$15.7K 0.01% 248
2023
Q2 		$45K Buy
+750
New +$42.3K 0.02% 262
2022
Q4 		$48.5K Buy
+812
New +$47.3K 0.02% 274

Other funds holding RBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Cornerstone Planning Group's RBA Position: Q2 2026 in Review

Cornerstone Planning Group increased its RB Global (RBA) stake by 3% in Q2 2026, buying an estimated $421 and bringing the position to 139 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Cornerstone Planning Group first reported a position in RBA in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.5K in Q4 2022. 288 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Cornerstone Planning Group held 139 shares of RB Global worth $15.4K as of Q2 2026.
  • Cornerstone Planning Group bought 4 RB Global shares in Q2 2026, an estimated $421.
  • RB Global made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #755 holding.
  • Cornerstone Planning Group first reported a position in RB Global in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's RB Global position peaked at $48.5K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.