INVST’s RB Global RBA Stock Holding History

INVST’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	$1.25M	Sell	10,754 -452	-4%	-$47.5K	0.12%	136
2026 Q1	$1.07M	Buy	+11,206	New	+$1.19M	0.12%	141

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

INVST's RBA Position: Q2 2026 in Review

INVST reduced its RB Global (RBA) stake by 4% in Q2 2026, selling an estimated $47.5K and leaving 10,754 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #136.

INVST first reported a position in RBA in Q1 2026 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

INVST held 10,754 shares of RB Global worth $1.25M as of Q2 2026.
INVST sold 452 RB Global shares in Q2 2026, an estimated $47.5K.
RB Global made up 0.12% of INVST's portfolio in Q2 2026, its #136 holding.
INVST first reported a position in RB Global in Q1 2026 and has held it in 2 quarters since.
558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.