Estate Planners Group’s RB Global RBA Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-409	Closed	-$42.1K	–	338
2025 Q4	$42.1K	Buy	+409	New	+$41.5K	0.02%	150

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Estate Planners Group's RBA Position: Q1 2026 in Review

Estate Planners Group sold out of RB Global (RBA) in Q1 2026, closing a stake of 409 shares — an estimated $42.1K sold.

Estate Planners Group first reported a position in RBA in Q4 2025 and held it in 1 quarter. The position peaked at $42.1K in Q4 2025. 542 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Estate Planners Group reported no remaining RB Global position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 409 RB Global shares in Q1 2026, an estimated $42.1K.
Estate Planners Group first reported a position in RB Global in Q4 2025 and held it in 1 quarter.
Estate Planners Group's RB Global position peaked at $42.1K in Q4 2025.
542 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.