HWM
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HB Wealth Management’s RB Global RBA Stock Holding History

HB Wealth 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
Q2 		$430K Buy
3,691
+493
+15% +$51.9K ﹤0.01% 1185
2026
Q1 		$307K Buy
3,198
+461
+17% +$48.9K ﹤0.01% 1221
2025
Q4 		$282K Buy
2,737
+271
+11% +$27.5K ﹤0.01% 1170
2025
Q3 		$267K Buy
2,466
+220
+10% +$24.7K ﹤0.01% 1131
2025
Q2 		$239K Buy
+2,246
New +$230K ﹤0.01% 1036

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

HB Wealth Management's RBA Position: Q2 2026 in Review

HB Wealth Management increased its RB Global (RBA) stake by 15% in Q2 2026, buying an estimated $51.9K and bringing the position to 3,691 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

HB Wealth Management first reported a position in RBA in Q2 2025 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • HB Wealth Management held 3,691 shares of RB Global worth $430K as of Q2 2026.
  • HB Wealth Management bought 493 RB Global shares in Q2 2026, an estimated $51.9K.
  • RB Global made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1185 holding.
  • HB Wealth Management first reported a position in RB Global in Q2 2025 and has held it in 5 quarters since.
  • 557 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.