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Marks Group Wealth Management’s RB Global RBA Stock Holding History

Marks Group Wealth 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 		$6.38M Sell
54,763
-12,203
-18% -$1.28M 0.56% 40
2026
Q1 		$6.42M Sell
66,966
-10,712
-14% -$1.14M 0.62% 52
2025
Q4 		$7.99M Sell
77,678
-8,169
-10% -$830K 0.77% 34
2025
Q3 		$9.3M Sell
85,847
-4,792
-5% -$537K 0.86% 30
2025
Q2 		$9.62M Sell
90,639
-3,340
-4% -$342K 0.9% 29
2025
Q1 		$9.43M Sell
93,979
-5,685
-6% -$542K 0.91% 24
2024
Q4 		$8.99M Sell
99,664
-3,950
-4% -$353K 0.89% 33
2024
Q3 		$8.34M Sell
103,614
-3,513
-3% -$285K 0.8% 57
2024
Q2 		$8.18M Buy
107,127
+35
+0% +$2.62K 0.86% 39
2024
Q1 		$8.16M Sell
107,092
-623
-0.6% -$43.5K 0.85% 42
2023
Q4 		$7.21M Sell
107,715
-1,004
-0.9% -$64.5K 0.82% 47
2023
Q3 		$6.79M Buy
108,719
+174
+0.2% +$10.7K 0.84% 40
2023
Q2 		$6.51M Buy
108,545
+3,849
+4% +$217K 0.77% 54
2023
Q1 		$5.89M Buy
104,696
+4,861
+5% +$287K 0.75% 58
2022
Q4 		$5.77M Buy
+99,835
New +$5.81M 0.79% 55

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

Marks Group Wealth Management's RBA Position: Q2 2026 in Review

Marks Group Wealth Management reduced its RB Global (RBA) stake by 18% in Q2 2026, selling an estimated $1.28M and leaving 54,763 shares worth $6.38M. The position accounts for 0.56% of the portfolio, ranked #40.

Marks Group Wealth Management first reported a position in RBA in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.62M in Q2 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Marks Group Wealth Management held 54,763 shares of RB Global worth $6.38M as of Q2 2026.
  • Marks Group Wealth Management sold 12,203 RB Global shares in Q2 2026, an estimated $1.28M.
  • RB Global made up 0.56% of Marks Group Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Marks Group Wealth Management first reported a position in RB Global in Q4 2022 and has held it in 15 quarters since.
  • Marks Group Wealth Management's RB Global position peaked at $9.62M in Q2 2025.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.