CX Institutional’s RB Global RBA Stock Holding History

CX Institutional’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 Q3	$938K	Buy	11,530 +206	+2%	+$19.6K	0.03%	340
2026 Q2	$1.32M	Buy	11,324 +359	+3%	+$37.8K	0.04%	295
2026 Q1	$1.05M	Buy	10,965 +290	+3%	+$30.7K	0.03%	332
2025 Q4	$1.1M	Sell	10,675 -145	-1%	-$14.7K	0.03%	273
2025 Q3	$1.17M	Sell	10,820 -586	-5%	-$65.7K	0.04%	275
2025 Q2	$1.21M	Sell	11,406 -375	-3%	-$38.4K	0.04%	244
2025 Q1	$1.18M	Sell	11,781 -5,351	-31%	-$511K	0.04%	250
2024 Q4	$1.55M	Sell	17,132 -480	-3%	-$42.9K	0.06%	201
2024 Q3	$1.42M	Sell	17,612 -947	-5%	-$76.9K	0.06%	236
2024 Q2	$1.42M	Sell	18,559 -803	-4%	-$60.2K	0.07%	227
2024 Q1	$1.47M	Buy	+19,362	New	+$1.35M	0.07%	222

Other funds holding RBA

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's RBA Position: Q3 2026 in Review

CX Institutional increased its RB Global (RBA) stake by 1.8% in Q3 2026, buying an estimated $19.6K and bringing the position to 11,530 shares worth $938K. The position accounts for 0.03% of the portfolio, ranked #340.

CX Institutional first reported a position in RBA in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2024. 96 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

CX Institutional held 11,530 shares of RB Global worth $938K as of Q3 2026.
CX Institutional bought 206 RB Global shares in Q3 2026, an estimated $19.6K.
RB Global made up 0.03% of CX Institutional's portfolio in Q3 2026, its #340 holding.
CX Institutional first reported a position in RB Global in Q1 2024 and has held it in 11 quarters since.
CX Institutional's RB Global position peaked at $1.55M in Q4 2024.
96 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.