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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Naviter Wealth's RBA Position: Q1 2026 in Review

Naviter Wealth increased its RB Global (RBA) stake by 0.05% in Q1 2026, buying an estimated $212 and bringing the position to 4,162 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #216.

Naviter Wealth first reported a position in RBA in Q4 2024 and has held it in 6 quarters since. The position peaked at $451K in Q3 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Naviter Wealth held 4,162 shares of RB Global worth $399K as of Q1 2026.
  • Naviter Wealth bought 2 RB Global shares in Q1 2026, an estimated $212.
  • RB Global made up 0.05% of Naviter Wealth's portfolio in Q1 2026, its #216 holding.
  • Naviter Wealth first reported a position in RB Global in Q4 2024 and has held it in 6 quarters since.
  • Naviter Wealth's RB Global position peaked at $451K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.