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Evergreen Capital Management’s RB Global RBA Stock Holding History

Evergreen Capital Management’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 		$333K Sell
3,475
-2,153
-38% -$228K 0.01% 1045
2025
Q4 		$579K Sell
5,628
-840
-13% -$85.3K 0.01% 665
2025
Q3 		$701K Buy
6,468
+2,169
+50% +$243K 0.02% 505
2025
Q2 		$457K Buy
4,299
+304
+8% +$31.2K 0.01% 592
2025
Q1 		$401K Sell
3,995
-99
-2% -$9.45K 0.01% 595
2024
Q4 		$369K Buy
4,094
+553
+16% +$49.5K 0.01% 638
2024
Q3 		$285K Buy
+3,541
New +$287K 0.01% 739

Other funds holding RBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Evergreen Capital Management's RBA Position: Q1 2026 in Review

Evergreen Capital Management reduced its RB Global (RBA) stake by 38% in Q1 2026, selling an estimated $228K and leaving 3,475 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1045.

Evergreen Capital Management first reported a position in RBA in Q3 2024 and has held it in 7 quarters since. The position peaked at $701K in Q3 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Evergreen Capital Management held 3,475 shares of RB Global worth $333K as of Q1 2026.
  • Evergreen Capital Management sold 2,153 RB Global shares in Q1 2026, an estimated $228K.
  • RB Global made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1045 holding.
  • Evergreen Capital Management first reported a position in RB Global in Q3 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's RB Global position peaked at $701K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.