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Loring Wolcott & Coolidge Fiduciary Advisors’s RB Global RBA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$1.09M Hold
9,327
– – 0.01% 170
2026
Q1 		$963K Hold
9,327
– – 0.01% 170
2025
Q4 		$1.09M Hold
9,327
– – 0.01% 156
2025
Q3 		$949K Buy
+9,327
New +$1.05M 0.01% 177

Other funds holding RBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RBA Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its RB Global (RBA) position steady in Q2 2026 at 9,327 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #170.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RBA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2025. 371 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 9,327 shares of RB Global worth $1.09M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its RB Global share count unchanged in Q2 2026.
  • RB Global made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #170 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RB Global in Q3 2025 and has held it in 4 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's RB Global position peaked at $1.09M in Q4 2025.
  • 371 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.