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Kerr Financial Planning’s RB Global RBA Stock Holding History

Kerr Financial Planning’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 		$17.1K Hold
147
– – 0.02% 303
2026
Q1 		$15.4K Hold
147
– – 0.01% 309
2025
Q4 		$16.9K Hold
147
– – 0.02% 300
2025
Q3 		$14.7K Buy
+147
New +$16.5K 0.02% 298

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

Kerr Financial Planning's RBA Position: Q2 2026 in Review

Kerr Financial Planning held its RB Global (RBA) position steady in Q2 2026 at 147 shares worth $17.1K. The position accounts for 0.02% of the portfolio, ranked #303.

Kerr Financial Planning first reported a position in RBA in Q3 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Kerr Financial Planning held 147 shares of RB Global worth $17.1K as of Q2 2026.
  • Kerr Financial Planning left its RB Global share count unchanged in Q2 2026.
  • RB Global made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #303 holding.
  • Kerr Financial Planning first reported a position in RB Global in Q3 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.