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Mount Yale Investment Advisors’s RB Global RBA Stock Holding History

Mount Yale Investment 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
Q2 		$243K Buy
+2,089
New +$220K ﹤0.01% 1069
2025
Q3 		– Sell
-60
Closed -$6.37K – 1390
2025
Q2 		$6.37K Buy
+60
New +$6.15K ﹤0.01% 1195

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's RBA Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in RB Global (RBA) in Q2 2026: 2,089 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in RBA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in RBA in Q2 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Mount Yale Investment Advisors held 2,089 shares of RB Global worth $243K as of Q2 2026.
  • RB Global was a new Mount Yale Investment Advisors position in Q2 2026.
  • RB Global made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1069 holding.
  • Mount Yale Investment Advisors first reported a position in RB Global in Q2 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.