K.J. Harrison & Partners’s RB Global RBA Stock Holding History

K.J. Harrison & Partners’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	$8.49M	Sell	88,738 -4,985	-5%	-$528K	1.4%	15
2025 Q4	$9.66M	Buy	93,723 +33,374	+55%	+$3.39M	1.28%	13
2025 Q3	$6.51M	Sell	60,349 -2,600	-4%	-$291K	0.93%	30
2025 Q2	$6.68M	Sell	62,949 -23,200	-27%	-$2.38M	1.11%	22
2025 Q1	$8.66M	Sell	86,149 -8,126	-9%	-$775K	1.69%	13
2024 Q4	$8.51M	Sell	94,275 -8,060	-8%	-$721K	1.33%	16
2024 Q3	$8.83M	Sell	102,335 -32,000	-24%	-$2.6M	1.33%	18
2024 Q2	$10.2M	Buy	134,335 +18,500	+16%	+$1.39M	1.69%	12
2024 Q1	$8.82M	Buy	115,835 +5,020	+5%	+$351K	1.36%	19
2023 Q4	$7.43M	Sell	110,815 -7,080	-6%	-$455K	1.26%	18
2023 Q3	$7.42M	Sell	117,895 -38,313	-25%	-$2.36M	1.67%	14
2023 Q2	$9.35M	Buy	156,208 +45,963	+42%	+$2.59M	1.7%	9
2023 Q1	$6.19M	Sell	110,245 -21,100	-16%	-$1.24M	1.25%	17
2022 Q4	$10.3M	Buy	+131,345	New	+$7.65M	2.01%	6
2020 Q2	–	Sell	-21,600	Closed	-$737K	–	211
2020 Q1	$737K	Buy	+21,600	New	+$863K	0.41%	62

Other funds holding RBA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Vontobel Holding

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return