Medallion Wealth Advisors’s RB Global RBA Stock Holding History

Medallion Wealth 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 Q1	$2.59K	Hold	27	–	–	﹤0.01%	968
2025 Q4	$2.78K	Hold	27	–	–	﹤0.01%	942
2025 Q3	$2.93K	Hold	27	–	–	﹤0.01%	931
2025 Q2	$2.86K	Hold	27	–	–	﹤0.01%	918
2025 Q1	$2.71K	Hold	27	–	–	﹤0.01%	879
2024 Q4	$2.44K	Buy	+27	New	+$2.42K	﹤0.01%	836

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

Medallion Wealth Advisors's RBA Position: Q1 2026 in Review

Medallion Wealth Advisors held its RB Global (RBA) position steady in Q1 2026 at 27 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Medallion Wealth Advisors first reported a position in RBA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.93K in Q3 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Medallion Wealth Advisors held 27 shares of RB Global worth $2.59K as of Q1 2026.
Medallion Wealth Advisors left its RB Global share count unchanged in Q1 2026.
RB Global made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #968 holding.
Medallion Wealth Advisors first reported a position in RB Global in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's RB Global position peaked at $2.93K in Q3 2025.
541 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.