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JFS Wealth Advisors’s RB Global RBA Stock Holding History

JFS 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 		$11.5K Buy
99
+3
+3% +$316 ﹤0.01% 958
2026
Q1 		$9.2K Hold
96
– – ﹤0.01% 983
2025
Q4 		$9.88K Sell
96
-3
-3% -$305 ﹤0.01% 981
2025
Q3 		$10.7K Buy
99
+3
+3% +$336 ﹤0.01% 876
2025
Q2 		$10.2K Hold
96
– – ﹤0.01% 859
2025
Q1 		$9.63K Buy
96
+3
+3% +$286 ﹤0.01% 891
2024
Q4 		$8.39K Hold
93
– – ﹤0.01% 913
2024
Q3 		$7.49K Buy
93
+3
+3% +$243 ﹤0.01% 958
2024
Q2 		$6.87K Sell
90
-4
-4% -$300 ﹤0.01% 930
2024
Q1 		$7.16K Buy
94
+8
+9% +$559 ﹤0.01% 941
2023
Q4 		$5.75K Hold
86
– – ﹤0.01% 998
2023
Q3 		$5.38K Buy
86
+8
+10% +$493 ﹤0.01% 965
2023
Q2 		$4.68K Hold
78
– – ﹤0.01% 1036
2023
Q1 		$4.39K Buy
78
+47
+152% +$2.77K ﹤0.01% 1045
2022
Q4 		$1.79K Sell
31
-28
-47% -$1.63K ﹤0.01% 1416
2022
Q3 		$4K Sell
59
-43
-42% -$2.92K ﹤0.01% 1099
2022
Q2 		$7K Sell
102
-1
-1% -$59 ﹤0.01% 892
2022
Q1 		$6K Buy
103
+19
+23% +$1.11K ﹤0.01% 993
2021
Q4 		$5K Sell
84
-193
-70% -$12.9K ﹤0.01% 813
2021
Q3 		$17K Buy
+277
New +$16.9K ﹤0.01% 571

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

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

JFS Wealth Advisors increased its RB Global (RBA) stake by 3.1% in Q2 2026, buying an estimated $316 and bringing the position to 99 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

JFS Wealth Advisors first reported a position in RBA in Q3 2021 and has held it in 20 quarters since. The position peaked at $17K in Q3 2021. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • JFS Wealth Advisors held 99 shares of RB Global worth $11.5K as of Q2 2026.
  • JFS Wealth Advisors bought 3 RB Global shares in Q2 2026, an estimated $316.
  • RB Global made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #958 holding.
  • JFS Wealth Advisors first reported a position in RB Global in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's RB Global position peaked at $17K in Q3 2021.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.