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Naviter Wealth’s RB Global RBA Stock Holding History

Naviter Wealth’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 		$486K Buy
4,172
+10
+0.2% +$1.05K 0.04% 222
2026
Q1 		$399K Buy
4,162
+2
+0% +$212 0.05% 216
2025
Q4 		$428K Hold
4,160
– – 0.06% 208
2025
Q3 		$451K Buy
4,160
+17
+0.4% +$1.91K 0.05% 205
2025
Q2 		$440K Hold
4,143
– – 0.05% 202
2025
Q1 		$406K Hold
4,143
– – 0.05% 213
2024
Q4 		$374K Buy
+4,143
New +$371K 0.05% 222

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 $3.37T AUM 44.26% 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

Naviter Wealth's RBA Position: Q2 2026 in Review

Naviter Wealth increased its RB Global (RBA) stake by 0.24% in Q2 2026, buying an estimated $1.05K and bringing the position to 4,172 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #222.

Naviter Wealth first reported a position in RBA in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Naviter Wealth held 4,172 shares of RB Global worth $486K as of Q2 2026.
  • Naviter Wealth bought 10 RB Global shares in Q2 2026, an estimated $1.05K.
  • RB Global made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #222 holding.
  • Naviter Wealth first reported a position in RB Global in Q4 2024 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.