Creative Planning
RBA icon

Creative Planning’s RB Global RBA Stock Holding History

Creative Planning’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 		$6.38M Buy
54,749
+8,360
+18% +$879K ﹤0.01% 1210
2026
Q1 		$4.45M Buy
46,389
+797
+2% +$84.5K ﹤0.01% 1296
2025
Q4 		$4.69M Buy
45,592
+1,213
+3% +$123K ﹤0.01% 1050
2025
Q3 		$4.81M Buy
44,379
+6,371
+17% +$714K ﹤0.01% 909
2025
Q2 		$4.04M Buy
38,008
+5,357
+16% +$549K ﹤0.01% 867
2025
Q1 		$3.27M Buy
32,651
+6,050
+23% +$577K ﹤0.01% 894
2024
Q4 		$2.4M Buy
26,601
+6,790
+34% +$608K ﹤0.01% 1023
2024
Q3 		$1.59M Buy
19,811
+4,285
+28% +$348K ﹤0.01% 1208
2024
Q2 		$1.19M Buy
15,526
+4,081
+36% +$306K ﹤0.01% 1285
2024
Q1 		$872K Buy
11,445
+2,906
+34% +$203K ﹤0.01% 1421
2023
Q4 		$571K Buy
8,539
+43
+0.5% +$2.76K ﹤0.01% 1618
2023
Q3 		$531K Buy
8,496
+3,236
+62% +$199K ﹤0.01% 1532
2023
Q2 		$316K Sell
5,260
-476
-8% -$26.8K ﹤0.01% 1873
2023
Q1 		$323K Buy
+5,736
New +$338K ﹤0.01% 1758
2017
Q3 		– Sell
-647
Closed -$19K – 3298
2017
Q2 		$19K Buy
647
+315
+95% +$9.77K ﹤0.01% 3224
2017
Q1 		$11K Buy
332
+1
+0.3% +$32 ﹤0.01% 3536
2016
Q4 		$11K Buy
331
+226
+215% +$8.21K ﹤0.01% 3496
2016
Q3 		$4K Sell
105
-100
-49% -$3.26K ﹤0.01% 3994
2016
Q2 		$7K Buy
+205
New +$6.35K ﹤0.01% 3478
2016
Q1 		– Sell
-87
Closed -$2K – 4481
2015
Q4 		$2K Buy
+87
New +$2.23K ﹤0.01% 4058

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

Creative Planning's RBA Position: Q2 2026 in Review

Creative Planning increased its RB Global (RBA) stake by 18% in Q2 2026, buying an estimated $879K and bringing the position to 54,749 shares worth $6.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Creative Planning first reported a position in RBA in Q4 2015 and has held it in 20 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Creative Planning held 54,749 shares of RB Global worth $6.38M as of Q2 2026.
  • Creative Planning bought 8,360 RB Global shares in Q2 2026, an estimated $879K.
  • RB Global made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1210 holding.
  • Creative Planning first reported a position in RB Global in Q4 2015 and has held it in 20 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.