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Cypress Wealth Services’s RB Global RBA Stock Holding History

Cypress Wealth Services’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 		$297K Sell
2,552
-5
-0.2% -$526 0.04% 347
2026
Q1 		$245K Buy
2,557
+10
+0.4% +$1.06K 0.03% 339
2025
Q4 		$262K Buy
2,547
+15
+0.6% +$1.52K 0.04% 328
2025
Q3 		$274K Hold
2,532
– – 0.04% 268
2025
Q2 		$269K Buy
2,532
+49
+2% +$5.02K 0.05% 252
2025
Q1 		$249K Sell
2,483
-5
-0.2% -$477 0.05% 241
2024
Q4 		$224K Buy
+2,488
New +$223K 0.05% 248

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

Cypress Wealth Services's RBA Position: Q2 2026 in Review

Cypress Wealth Services reduced its RB Global (RBA) stake by 0.2% in Q2 2026, selling an estimated $526 and leaving 2,552 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #347.

Cypress Wealth Services first reported a position in RBA in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Cypress Wealth Services held 2,552 shares of RB Global worth $297K as of Q2 2026.
  • Cypress Wealth Services sold 5 RB Global shares in Q2 2026, an estimated $526.
  • RB Global made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #347 holding.
  • Cypress Wealth Services first reported a position in RB Global in Q4 2024 and has held it in 7 quarters since.
  • 557 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.