Envestnet Portfolio Solutions
RBA icon

Envestnet Portfolio Solutions’s RB Global RBA Stock Holding History

Envestnet Portfolio 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
Q2 		$230K Sell
1,978
-202
-9% -$21.3K ﹤0.01% 1311
2026
Q1 		$209K Sell
2,180
-1,284
-37% -$136K ﹤0.01% 1261
2025
Q4 		$356K Sell
3,464
-136
-4% -$13.8K ﹤0.01% 1198
2025
Q3 		$390K Sell
3,600
-3,461
-49% -$388K ﹤0.01% 1132
2025
Q2 		$750K Sell
7,061
-1,870
-21% -$192K ﹤0.01% 913
2025
Q1 		$896K Sell
8,931
-1,540
-15% -$147K ﹤0.01% 832
2024
Q4 		$945K Sell
10,471
-1,268
-11% -$113K ﹤0.01% 948
2024
Q3 		$945K Sell
11,739
-835
-7% -$67.8K ﹤0.01% 925
2024
Q2 		$960K Sell
12,574
-3,885
-24% -$291K ﹤0.01% 877
2024
Q1 		$1.25M Sell
16,459
-2,991
-15% -$209K ﹤0.01% 778
2023
Q4 		$1.3M Sell
19,450
-1,326
-6% -$85.2K 0.01% 714
2023
Q3 		$1.3M Buy
+20,776
New +$1.28M 0.01% 681

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's RBA Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its RB Global (RBA) stake by 9.3% in Q2 2026, selling an estimated $21.3K and leaving 1,978 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Envestnet Portfolio Solutions first reported a position in RBA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2023. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,978 shares of RB Global worth $230K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 202 RB Global shares in Q2 2026, an estimated $21.3K.
  • RB Global made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1311 holding.
  • Envestnet Portfolio Solutions first reported a position in RB Global in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's RB Global position peaked at $1.3M in Q4 2023.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.