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Klein Pavlis & Peasley Financial’s RB Global RBA Stock Holding History

Klein Pavlis & Peasley Financial’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 		$5.7M Buy
48,941
+906
+2% +$95.3K 2.97% 8
2026
Q1 		$4.6M Buy
48,035
+2,318
+5% +$246K 2.55% 10
2025
Q4 		$4.7M Buy
45,717
+2,859
+7% +$290K 2.77% 9
2025
Q3 		$4.64M Sell
42,858
-4,348
-9% -$487K 2.85% 8
2025
Q2 		$5.01M Sell
47,206
-1,328
-3% -$136K 3.34% 5
2025
Q1 		$4.87M Buy
48,534
+3,171
+7% +$303K 3.51% 5
2024
Q4 		$4.09M Buy
45,363
+667
+1% +$59.7K 3.31% 6
2024
Q3 		$3.6M Buy
44,696
+872
+2% +$70.8K 2.88% 8
2024
Q2 		$3.35M Buy
43,824
+21,310
+95% +$1.6M 2.97% 7
2024
Q1 		$1.71M Buy
+22,514
New +$1.57M 1.55% 24

Other funds holding RBA

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Klein Pavlis & Peasley Financial's RBA Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its RB Global (RBA) stake by 1.9% in Q2 2026, buying an estimated $95.3K and bringing the position to 48,941 shares worth $5.7M. The position accounts for 2.97% of the portfolio, ranked #8.

Klein Pavlis & Peasley Financial first reported a position in RBA in Q1 2024 and has held it in 10 quarters since. 160 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 48,941 shares of RB Global worth $5.7M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 906 RB Global shares in Q2 2026, an estimated $95.3K.
  • RB Global made up 2.97% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #8 holding.
  • Klein Pavlis & Peasley Financial first reported a position in RB Global in Q1 2024 and has held it in 10 quarters since.
  • 160 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.