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Legacy Wealth Asset Management’s RB Global RBA Stock Holding History

Legacy Wealth Asset Management’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 		$3.07M Buy
26,343
+14,755
+127% +$1.55M 0.67% 22
2026
Q1 		$1.11M Buy
11,588
+4,094
+55% +$434K 0.27% 103
2025
Q4 		$771K Sell
7,494
-61
-0.8% -$6.2K 0.19% 166
2025
Q3 		$819K Sell
7,555
-48
-0.6% -$5.38K 0.2% 145
2025
Q2 		$807K Sell
7,603
-425
-5% -$43.6K 0.21% 129
2025
Q1 		$805K Sell
8,028
-200
-2% -$19.1K 0.22% 123
2024
Q4 		$742K Buy
8,228
+23
+0.3% +$2.06K 0.2% 144
2024
Q3 		$660K Sell
8,205
-459
-5% -$37.3K 0.18% 186
2024
Q2 		$662K Buy
8,664
+69
+0.8% +$5.17K 0.19% 164
2024
Q1 		$655K Buy
8,595
+109
+1% +$7.61K 0.18% 164
2023
Q4 		$568K Sell
8,486
-10
-0.1% -$643 0.19% 188
2023
Q3 		$531K Sell
8,496
-9,281
-52% -$572K 0.19% 184
2023
Q2 		$1.07M Buy
17,777
+1,032
+6% +$58.2K 0.37% 75
2023
Q1 		$943K Sell
16,745
-3,463
-17% -$204K 0.34% 84
2022
Q4 		$1.17M Sell
20,208
-11,736
-37% -$683K 0.45% 62
2022
Q3 		$2M Buy
31,944
+21,581
+208% +$1.47M 0.87% 11
2022
Q2 		$674K Buy
10,363
+135
+1% +$7.92K 0.27% 143
2022
Q1 		$604K Buy
10,228
+375
+4% +$22K 0.22% 170
2021
Q4 		$603K Buy
9,853
+440
+5% +$29.4K 0.2% 180
2021
Q3 		$580K Buy
9,413
+59
+0.6% +$3.6K 0.27% 149
2021
Q2 		$555K Sell
9,354
-117
-1% -$7.2K 0.25% 152
2021
Q1 		$555K Buy
9,471
+1,747
+23% +$102K 0.26% 160
2020
Q4 		$537K Buy
+7,724
New +$511K 0.27% 154

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

Legacy Wealth Asset Management's RBA Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its RB Global (RBA) stake by 127% in Q2 2026, buying an estimated $1.55M and bringing the position to 26,343 shares worth $3.07M. The position accounts for 0.67% of the portfolio, ranked #22.

Legacy Wealth Asset Management first reported a position in RBA in Q4 2020 and has held it in 23 quarters since. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Legacy Wealth Asset Management held 26,343 shares of RB Global worth $3.07M as of Q2 2026.
  • Legacy Wealth Asset Management bought 14,755 RB Global shares in Q2 2026, an estimated $1.55M.
  • RB Global made up 0.67% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #22 holding.
  • Legacy Wealth Asset Management first reported a position in RB Global in Q4 2020 and has held it in 23 quarters since.
  • 558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.