IAA
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Independent Advisor Alliance’s RB Global RBA Stock Holding History

Independent Advisor Alliance’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 		$213K Buy
+1,826
New +$192K 0.01% 956
2022
Q2 		– Sell
-4,964
Closed -$293K – 682
2022
Q1 		$293K Buy
+4,964
New +$291K 0.01% 509

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

Independent Advisor Alliance's RBA Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in RB Global (RBA) in Q2 2026: 1,826 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in RBA as recently as Q1 2022.

Independent Advisor Alliance first reported a position in RBA in Q1 2022 and has held it in 2 quarters since. The position peaked at $293K in Q1 2022. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Independent Advisor Alliance held 1,826 shares of RB Global worth $213K as of Q2 2026.
  • RB Global was a new Independent Advisor Alliance position in Q2 2026.
  • RB Global made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #956 holding.
  • Independent Advisor Alliance first reported a position in RB Global in Q1 2022 and has held it in 2 quarters since.
  • Independent Advisor Alliance's RB Global position peaked at $293K in Q1 2022.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.