Kestra Advisory Services’s RB Global RBA Stock Holding History

Kestra Advisory Services’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	$250K	Sell	2,147 -206	-9%	-$21.7K	﹤0.01%	2930
2026 Q1	$225K	Sell	2,353 -529	-18%	-$56.1K	﹤0.01%	2855
2025 Q4	$296K	Buy	2,882 +38	+1%	+$3.86K	﹤0.01%	2549
2025 Q3	$308K	Sell	2,844 -21	-0.7%	-$2.35K	﹤0.01%	2421
2025 Q2	$304K	Sell	2,865 -1	-0%	-$103	﹤0.01%	2341
2025 Q1	$287K	Buy	2,866 +36	+1%	+$3.44K	﹤0.01%	2195
2024 Q4	$255K	Buy	2,830 +168	+6%	+$15K	﹤0.01%	2351
2024 Q3	$214K	Buy	+2,662	New	+$216K	﹤0.01%	2330
2023 Q1	–	Sell	-5,686	Closed	-$329K	–	2271
2022 Q4	$329K	Sell	5,686 -364	-6%	-$21.2K	﹤0.01%	1671
2022 Q3	$378K	Buy	6,050 +540	+10%	+$36.7K	﹤0.01%	1468
2022 Q2	$358K	Buy	+5,510	New	+$323K	﹤0.01%	1512
2022 Q1	–	Sell	-4,319	Closed	-$264K	–	2107
2021 Q4	$264K	Buy	+4,319	New	+$289K	﹤0.01%	1686
2021 Q3	–	Sell	-4,022	Closed	-$238K	–	2165
2021 Q2	$238K	Buy	+4,022	New	+$248K	﹤0.01%	1737

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

Kestra Advisory Services's RBA Position: Q2 2026 in Review

Kestra Advisory Services reduced its RB Global (RBA) stake by 8.8% in Q2 2026, selling an estimated $21.7K and leaving 2,147 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Kestra Advisory Services first reported a position in RBA in Q2 2021 and has held it in 13 quarters since. The position peaked at $378K in Q3 2022. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Kestra Advisory Services held 2,147 shares of RB Global worth $250K as of Q2 2026.
Kestra Advisory Services sold 206 RB Global shares in Q2 2026, an estimated $21.7K.
RB Global made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2930 holding.
Kestra Advisory Services first reported a position in RB Global in Q2 2021 and has held it in 13 quarters since.
Kestra Advisory Services's RB Global position peaked at $378K in Q3 2022.
556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.