Ellevest Inc’s RB Global RBA Stock Holding History

Ellevest Inc’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	-2,616	Closed	-$305K	–	492
2026 Q2	$305K	Buy	+2,616	New	+$275K	0.04%	350
2023 Q2	–	Sell	-256	Closed	-$14.4K	–	1324
2023 Q1	$14.4K	Buy	+256	New	+$15.1K	﹤0.01%	940
2022 Q2	–	Sell	-37	Closed	-$2K	–	1634
2022 Q1	$2K	Buy	+37	New	+$2.17K	﹤0.01%	1214

Other funds holding RBA

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Ellevest Inc's RBA Position: Q3 2026 in Review

Ellevest Inc sold out of RB Global (RBA) in Q3 2026, closing a stake of 2,616 shares — an estimated $305K sold.

Ellevest Inc first reported a position in RBA in Q1 2022 and held it in 3 quarters. The position peaked at $305K in Q2 2026. 301 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

Ellevest Inc reported no remaining RB Global position as of Q3 2026 after selling out during the quarter.
Ellevest Inc sold 2,616 RB Global shares in Q3 2026, an estimated $305K.
Ellevest Inc first reported a position in RB Global in Q1 2022 and held it in 3 quarters.
Ellevest Inc's RB Global position peaked at $305K in Q2 2026.
301 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.