Focus Partners Wealth
RBA icon

Focus Partners Wealth’s RB Global RBA Stock Holding History

Focus Partners Wealth’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
-3,085
Closed -$317K – 2806
2025
Q4 		$317K Buy
3,085
+409
+15% +$41.5K ﹤0.01% 2196
2025
Q3 		$290K Sell
2,676
-385
-13% -$43.2K ﹤0.01% 1860
2025
Q2 		$325K Buy
3,061
+437
+17% +$44.8K ﹤0.01% 1641
2025
Q1 		$263K Sell
2,624
-182
-6% -$17.4K ﹤0.01% 1634
2024
Q4 		$253K Buy
+2,806
New +$251K ﹤0.01% 1625

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Focus Partners Wealth's RBA Position: Q1 2026 in Review

Focus Partners Wealth sold out of RB Global (RBA) in Q1 2026, closing a stake of 3,085 shares — an estimated $317K sold.

Focus Partners Wealth first reported a position in RBA in Q4 2024 and held it in 5 quarters. The position peaked at $325K in Q2 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Focus Partners Wealth reported no remaining RB Global position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 3,085 RB Global shares in Q1 2026, an estimated $317K.
  • Focus Partners Wealth first reported a position in RB Global in Q4 2024 and held it in 5 quarters.
  • Focus Partners Wealth's RB Global position peaked at $325K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.