HWA
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HHM Wealth Advisors’s RB Global RBA Stock Holding History

HHM 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 		$11.6K Hold
100
– – ﹤0.01% 612
2026
Q1 		$9.59K Hold
100
– – ﹤0.01% 653
2025
Q4 		$10.3K Hold
100
– – ﹤0.01% 616
2025
Q3 		$10.8K Hold
100
– – ﹤0.01% 626
2025
Q2 		$10.6K Hold
100
– – ﹤0.01% 599
2025
Q1 		$10K Sell
100
-2
-2% -$191 ﹤0.01% 591
2024
Q4 		$9.2K Buy
102
+2
+2% +$179 ﹤0.01% 605
2024
Q3 		$8.05K Hold
100
– – ﹤0.01% 594
2024
Q2 		$7.64K Hold
100
– – ﹤0.01% 590
2024
Q1 		$7.62K Hold
100
– – ﹤0.01% 569
2023
Q4 		$6.69K Hold
100
– – ﹤0.01% 592
2023
Q3 		$6.25K Hold
100
– – ﹤0.01% 600
2023
Q2 		$6K Hold
100
– – ﹤0.01% 637
2023
Q1 		$5.63K Hold
100
– – ﹤0.01% 629
2022
Q4 		$5.78K Buy
+100
New +$5.82K ﹤0.01% 521

Other funds holding RBA

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

HHM Wealth Advisors held its RB Global (RBA) position steady in Q2 2026 at 100 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

HHM Wealth Advisors first reported a position in RBA in Q4 2022 and has held it in 15 quarters since. 131 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • HHM Wealth Advisors held 100 shares of RB Global worth $11.6K as of Q2 2026.
  • HHM Wealth Advisors left its RB Global share count unchanged in Q2 2026.
  • RB Global made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #612 holding.
  • HHM Wealth Advisors first reported a position in RB Global in Q4 2022 and has held it in 15 quarters since.
  • 131 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

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