NWAG
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Net Worth Advisory Group’s RB Global RBA Stock Holding History

Net Worth Advisory Group’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 		$241K Sell
2,068
-131
-6% -$13.8K 0.06% 347
2026
Q1 		$211K Sell
2,199
-295
-12% -$31.3K 0.04% 401
2025
Q4 		$257K Sell
2,494
-77
-3% -$7.82K 0.05% 378
2025
Q3 		$279K Buy
+2,571
New +$288K 0.08% 307

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

Net Worth Advisory Group's RBA Position: Q2 2026 in Review

Net Worth Advisory Group reduced its RB Global (RBA) stake by 6% in Q2 2026, selling an estimated $13.8K and leaving 2,068 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #347.

Net Worth Advisory Group first reported a position in RBA in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q3 2025. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Net Worth Advisory Group held 2,068 shares of RB Global worth $241K as of Q2 2026.
  • Net Worth Advisory Group sold 131 RB Global shares in Q2 2026, an estimated $13.8K.
  • RB Global made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #347 holding.
  • Net Worth Advisory Group first reported a position in RB Global in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's RB Global position peaked at $279K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.