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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Marks Group Wealth Management's RBA Position: Q1 2026 in Review

Marks Group Wealth Management reduced its RB Global (RBA) stake by 14% in Q1 2026, selling an estimated $1.14M and leaving 66,966 shares worth $6.42M. The position accounts for 0.62% of the portfolio, ranked #52.

Marks Group Wealth Management first reported a position in RBA in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.62M in Q2 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Marks Group Wealth Management held 66,966 shares of RB Global worth $6.42M as of Q1 2026.
Marks Group Wealth Management sold 10,712 RB Global shares in Q1 2026, an estimated $1.14M.
RB Global made up 0.62% of Marks Group Wealth Management's portfolio in Q1 2026, its #52 holding.
Marks Group Wealth Management first reported a position in RB Global in Q4 2022 and has held it in 14 quarters since.
Marks Group Wealth Management's RB Global position peaked at $9.62M in Q2 2025.
540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.