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LRI Investments’s RB Global RBA Stock Holding History

LRI Investments’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 		$19K Buy
163
+6
+4% +$631 ﹤0.01% 780
2026
Q1 		$15K Buy
157
+101
+180% +$10.7K ﹤0.01% 767
2025
Q4 		$5.76K Hold
56
– – ﹤0.01% 1017
2025
Q3 		$6.07K Hold
56
– – ﹤0.01% 999
2025
Q2 		$5.95K Hold
56
– – ﹤0.01% 975
2025
Q1 		$5.62K Hold
56
– – ﹤0.01% 917
2024
Q4 		$5.05K Hold
56
– – ﹤0.01% 929
2024
Q3 		$5.17K Hold
56
– – ﹤0.01% 927
2024
Q2 		$4.28K Hold
56
– – ﹤0.01% 940
2024
Q1 		$4.27K Buy
+56
New +$3.91K ﹤0.01% 658

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

LRI Investments's RBA Position: Q2 2026 in Review

LRI Investments increased its RB Global (RBA) stake by 3.8% in Q2 2026, buying an estimated $631 and bringing the position to 163 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

LRI Investments first reported a position in RBA in Q1 2024 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • LRI Investments held 163 shares of RB Global worth $19K as of Q2 2026.
  • LRI Investments bought 6 RB Global shares in Q2 2026, an estimated $631.
  • RB Global made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #780 holding.
  • LRI Investments first reported a position in RB Global in Q1 2024 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.