Dogwood Wealth Management’s RB Global RBA Stock Holding History

Dogwood Wealth Management’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	–	Sell	-38	Closed	-$3.64K	–	905
2026 Q1	$3.64K	Buy	+38	New	+$4.03K	﹤0.01%	537

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Dogwood Wealth Management's RBA Position: Q2 2026 in Review

Dogwood Wealth Management sold out of RB Global (RBA) in Q2 2026, closing a stake of 38 shares — an estimated $3.64K sold.

Dogwood Wealth Management first reported a position in RBA in Q1 2026 and held it in 1 quarter. The position peaked at $3.64K in Q1 2026. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Dogwood Wealth Management reported no remaining RB Global position as of Q2 2026 after selling out during the quarter.
Dogwood Wealth Management sold 38 RB Global shares in Q2 2026, an estimated $3.64K.
Dogwood Wealth Management first reported a position in RB Global in Q1 2026 and held it in 1 quarter.
Dogwood Wealth Management's RB Global position peaked at $3.64K in Q1 2026.
559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.