MSWM
RBA icon

Mowery & Schoenfeld Wealth Management’s RB Global RBA Stock Holding History

Mowery & Schoenfeld 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 		$6.99K Hold
60
– – 0.01% 274
2026
Q1 		$5.75K Buy
+60
New +$6.36K 0.01% 265
2025
Q4 		– Sell
-60
Closed -$6.5K – 492
2025
Q3 		$6.5K Hold
60
– – 0.01% 258
2025
Q2 		$6.37K Hold
60
– – 0.01% 252
2025
Q1 		$6.02K Hold
60
– – 0.01% 308
2024
Q4 		$5.41K Hold
60
– – 0.01% 296
2024
Q3 		$4.83K Hold
60
– – 0.01% 207
2024
Q2 		$4.58K Hold
60
– – 0.01% 176
2024
Q1 		$4.57K Sell
60
-29
-33% -$2.03K 0.01% 124
2023
Q4 		$5.95K Buy
+89
New +$5.72K 0.01% 125

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

Mowery & Schoenfeld Wealth Management's RBA Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its RB Global (RBA) position steady in Q2 2026 at 60 shares worth $6.99K. The position accounts for 0.01% of the portfolio, ranked #274.

Mowery & Schoenfeld Wealth Management first reported a position in RBA in Q4 2023 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 60 shares of RB Global worth $6.99K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its RB Global share count unchanged in Q2 2026.
  • RB Global made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in RB Global in Q4 2023 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.