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Elevation Wealth Partners’s RB Global RBA Stock Holding History

Elevation Wealth 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
Q3 		– Sell
-34
Closed -$3.96K – 1393
2026
Q2 		$3.96K Buy
+34
New +$3.58K ﹤0.01% 1072

Other funds holding RBA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's RBA Position: Q3 2026 in Review

Elevation Wealth Partners sold out of RB Global (RBA) in Q3 2026, closing a stake of 34 shares — an estimated $3.96K sold.

Elevation Wealth Partners first reported a position in RBA in Q2 2026 and held it in 1 quarter. The position peaked at $3.96K in Q2 2026. 15 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Elevation Wealth Partners reported no remaining RB Global position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 34 RB Global shares in Q3 2026, an estimated $3.96K.
  • Elevation Wealth Partners first reported a position in RB Global in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's RB Global position peaked at $3.96K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.