Jones Financial Companies
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Jones Financial Companies’s RB Global RBA Stock Holding History

Jones Financial Companies’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
Q1 		$36.9M Buy
389,857
+388,847
+38,500% +$41.2M 0.02% 422
2025
Q4 		$104K Sell
1,010
-144
-12% -$14.6K ﹤0.01% 2204
2025
Q3 		$124K Sell
1,154
-193
-14% -$21.6K ﹤0.01% 1992
2025
Q2 		$142K Buy
1,347
+1,002
+290% +$103K ﹤0.01% 1789
2025
Q1 		$34.2K Sell
345
-45
-12% -$4.29K ﹤0.01% 2205
2024
Q4 		$35.2K Buy
390
+129
+49% +$11.5K ﹤0.01% 2020
2024
Q3 		$21K Buy
261
+193
+284% +$15.7K ﹤0.01% 1941
2024
Q2 		$5.19K Hold
68
– – ﹤0.01% 1933
2024
Q1 		$5.18K Buy
+68
New +$4.75K ﹤0.01% 1165
2022
Q3 		– Sell
-17
Closed -$1K – 697
2022
Q2 		$1K Buy
+17
New +$998 ﹤0.01% 673
2021
Q1 		– Sell
-23
Closed -$2K – 846
2020
Q4 		$2K Buy
+23
New +$1.52K ﹤0.01% 624

Other funds holding RBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Jones Financial Companies's RBA Position: Q1 2026 in Review

Jones Financial Companies increased its RB Global (RBA) stake by 38,500% in Q1 2026, buying an estimated $41.2M and bringing the position to 389,857 shares worth $36.9M. The position accounts for 0.02% of the portfolio, ranked #422.

Jones Financial Companies first reported a position in RBA in Q4 2020 and has held it in 11 quarters since. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Jones Financial Companies held 389,857 shares of RB Global worth $36.9M as of Q1 2026.
  • Jones Financial Companies bought 388,847 RB Global shares in Q1 2026, an estimated $41.2M.
  • RB Global made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #422 holding.
  • Jones Financial Companies first reported a position in RB Global in Q4 2020 and has held it in 11 quarters since.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.