Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s RB Global RBA Stock Holding History

Dynamic Advisor Solutions’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 		$456K Sell
5,607
-888
-14% -$84.4K 0.01% 690
2026
Q2 		$756K Buy
6,495
+217
+3% +$22.8K 0.02% 553
2026
Q1 		$602K Buy
6,278
+754
+14% +$79.9K 0.02% 590
2025
Q4 		$568K Buy
5,524
+171
+3% +$17.4K 0.02% 595
2025
Q3 		$580K Buy
5,353
+3,334
+165% +$374K 0.02% 583
2025
Q2 		$214K Buy
+2,019
New +$207K 0.01% 840

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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Henry H. Armstrong Associates
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Dynamic Advisor Solutions's RBA Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its RB Global (RBA) stake by 14% in Q3 2026, selling an estimated $84.4K and leaving 5,607 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #690.

Dynamic Advisor Solutions first reported a position in RBA in Q2 2025 and has held it in 6 quarters since. The position peaked at $756K in Q2 2026. 64 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Dynamic Advisor Solutions held 5,607 shares of RB Global worth $456K as of Q3 2026.
  • Dynamic Advisor Solutions sold 888 RB Global shares in Q3 2026, an estimated $84.4K.
  • RB Global made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #690 holding.
  • Dynamic Advisor Solutions first reported a position in RB Global in Q2 2025 and has held it in 6 quarters since.
  • Dynamic Advisor Solutions's RB Global position peaked at $756K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.