Montrusco Bolton Investments’s RB Global RBA Stock Holding History

Montrusco Bolton 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	$14.8M	Sell	127,548 -28,152	-18%	-$2.96M	0.23%	52
2026 Q1	$14.9M	Sell	155,700 -11,710	-7%	-$1.24M	0.23%	46
2025 Q4	$17.3M	Sell	167,410 -17,395	-9%	-$1.77M	0.22%	44
2025 Q3	$20M	Sell	184,805 -1,166	-0.6%	-$131K	0.23%	42
2025 Q2	$19.7M	Buy	+185,971	New	+$19.1M	0.22%	41
2018 Q4	–	Sell	-112,573	Closed	-$4.06M	–	69
2018 Q3	$4.06M	Buy	+112,573	New	+$4.03M	0.25%	51
2017 Q1	–	Sell	-47,340	Closed	-$1.61M	–	77
2016 Q4	$1.61M	Buy	+47,340	New	+$1.72M	0.09%	62
2015 Q4	–	Sell	-322,279	Closed	-$8.29M	–	83
2015 Q3	$8.29M	Buy	322,279 +15,020	+5%	+$411K	0.71%	43
2015 Q2	$8.58M	Buy	+307,259	New	+$8.43M	0.64%	46

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Montrusco Bolton Investments's RBA Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its RB Global (RBA) stake by 18% in Q2 2026, selling an estimated $2.96M and leaving 127,548 shares worth $14.8M. The position accounts for 0.23% of the portfolio, ranked #52.

Montrusco Bolton Investments first reported a position in RBA in Q2 2015 and has held it in 9 quarters since. The position peaked at $20M in Q3 2025. 188 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Montrusco Bolton Investments held 127,548 shares of RB Global worth $14.8M as of Q2 2026.
Montrusco Bolton Investments sold 28,152 RB Global shares in Q2 2026, an estimated $2.96M.
RB Global made up 0.23% of Montrusco Bolton Investments's portfolio in Q2 2026, its #52 holding.
Montrusco Bolton Investments first reported a position in RB Global in Q2 2015 and has held it in 9 quarters since.
Montrusco Bolton Investments's RB Global position peaked at $20M in Q3 2025.
188 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.