EWA
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EverSource Wealth Advisors’s RB Global RBA Stock Holding History

EverSource Wealth Advisors’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 		$7.47M Sell
64,122
-3,962
-6% -$417K 0.25% 85
2026
Q1 		$6.53M Buy
68,084
+415
+0.6% +$44K 0.2% 88
2025
Q4 		$6.96M Buy
67,669
+216
+0.3% +$21.9K 0.26% 81
2025
Q3 		$7.31M Sell
67,453
-187
-0.3% -$21K 0.29% 82
2025
Q2 		$7.18M Sell
67,640
-371
-0.5% -$38K 0.32% 76
2025
Q1 		$6.82M Sell
68,011
-1,243
-2% -$119K 0.37% 69
2024
Q4 		$6.25M Buy
69,254
+2,222
+3% +$199K 0.35% 68
2024
Q3 		$5.4M Sell
67,032
-131
-0.2% -$10.6K 0.34% 68
2024
Q2 		$5.35M Sell
67,163
-184
-0.3% -$13.8K 0.36% 66
2024
Q1 		$4.82M Sell
67,347
-975
-1% -$68.1K 0.38% 65
2023
Q4 		$4.57M Buy
68,322
+18,146
+36% +$1.17M 0.42% 59
2023
Q3 		$3.14M Buy
50,176
+4,100
+9% +$253K 0.33% 76
2023
Q2 		$2.76M Buy
46,076
+34,996
+316% +$1.97M 0.3% 79
2023
Q1 		$624K Buy
11,080
+11,066
+79,043% +$652K 0.08% 191
2022
Q4 		$810 Hold
14
– – ﹤0.01% 2144
2022
Q3 		$1K Buy
+14
New +$952 ﹤0.01% 1871
2022
Q2 		– Sell
-270
Closed -$16K – 1859
2022
Q1 		$16K Hold
270
– – ﹤0.01% 798
2021
Q4 		$17K Buy
+270
New +$18.1K ﹤0.01% 754

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's RBA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its RB Global (RBA) stake by 5.8% in Q2 2026, selling an estimated $417K and leaving 64,122 shares worth $7.47M. The position accounts for 0.25% of the portfolio, ranked #85.

EverSource Wealth Advisors first reported a position in RBA in Q4 2021 and has held it in 18 quarters since. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • EverSource Wealth Advisors held 64,122 shares of RB Global worth $7.47M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,962 RB Global shares in Q2 2026, an estimated $417K.
  • RB Global made up 0.25% of EverSource Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • EverSource Wealth Advisors first reported a position in RB Global in Q4 2021 and has held it in 18 quarters since.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.