Cumberland Partners’s RB Global RBA Stock Holding History

Cumberland 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 Q1	$507K	Buy	5,300 +1,600	+43%	+$170K	0.04%	142
2025 Q4	$381K	Buy	+3,700	New	+$376K	0.02%	160
2025 Q3	–	Sell	-3,500	Closed	-$371K	–	186
2025 Q2	$371K	Buy	3,500 +400	+13%	+$41K	0.03%	158
2025 Q1	$311K	Buy	3,100 +600	+24%	+$57.2K	0.02%	160
2024 Q4	$226K	Sell	2,500 -1,000	-29%	-$89.5K	0.02%	160
2024 Q3	$282K	Buy	+3,500	New	+$284K	0.02%	171
2024 Q2	–	Sell	-4,800	Closed	-$366K	–	199
2024 Q1	$366K	Sell	4,800 -700	-13%	-$48.9K	0.03%	179
2023 Q4	$370K	Buy	+5,500	New	+$353K	0.03%	163
2020 Q2	–	Sell	-6,700	Closed	-$227K	–	172
2020 Q1	$227K	Sell	6,700 -7,400	-52%	-$296K	0.03%	152
2019 Q4	$606K	Buy	+14,100	New	+$587K	0.05%	132

Other funds holding RBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Cumberland Partners's RBA Position: Q1 2026 in Review

Cumberland Partners increased its RB Global (RBA) stake by 43% in Q1 2026, buying an estimated $170K and bringing the position to 5,300 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #142.

Cumberland Partners first reported a position in RBA in Q4 2019 and has held it in 10 quarters since. The position peaked at $606K in Q4 2019. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Cumberland Partners held 5,300 shares of RB Global worth $507K as of Q1 2026.
Cumberland Partners bought 1,600 RB Global shares in Q1 2026, an estimated $170K.
RB Global made up 0.04% of Cumberland Partners's portfolio in Q1 2026, its #142 holding.
Cumberland Partners first reported a position in RB Global in Q4 2019 and has held it in 10 quarters since.
Cumberland Partners's RB Global position peaked at $606K in Q4 2019.
540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.