NEI
RBA icon

Northwest & Ethical Investments’s RB Global RBA Stock Holding History

Northwest & Ethical Investments’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 		$18M Sell
155,065
-13,238
-8% -$1.39M 0.42% 71
2026
Q1 		$16.1M Sell
168,303
-2,262
-1% -$240K 0.37% 84
2025
Q4 		$17.6M Sell
170,565
-418
-0.2% -$42.5K 0.4% 77
2025
Q3 		$18.5M Sell
170,983
-22,133
-11% -$2.48M 0.44% 68
2025
Q2 		$20.5M Sell
193,116
-260
-0.1% -$26.7K 0.51% 62
2025
Q1 		$19.4M Buy
193,376
+4,886
+3% +$466K 0.53% 61
2024
Q4 		$17M Sell
188,490
-93
-0% -$8.32K 0.46% 65
2024
Q3 		$15.2M Buy
+188,583
New +$15.3M 0.4% 81
2024
Q2 		– Sell
-158,710
Closed -$12.1M – 518
2024
Q1 		$12.1M Sell
158,710
-2,174
-1% -$152K 0.35% 95
2023
Q4 		$10.8M Sell
160,884
-666
-0.4% -$42.8K 0.33% 105
2023
Q3 		$10.1M Buy
161,550
+88,578
+121% +$5.46M 0.34% 100
2023
Q2 		$4.38M Buy
72,972
+58,335
+399% +$3.29M 0.14% 187
2023
Q1 		$824K Sell
14,637
-2,189
-13% -$129K 0.03% 320
2022
Q4 		$972K Sell
16,826
-13,633
-45% -$794K 0.03% 302
2022
Q3 		$1.9M Buy
30,459
+2,438
+9% +$166K 0.08% 236
2022
Q2 		$1.82M Buy
28,021
+5,065
+22% +$297K 0.07% 242
2022
Q1 		$1.36M Buy
22,956
+10,118
+79% +$594K 0.04% 280
2021
Q4 		$786K Buy
12,838
+155
+1% +$10.4K 0.02% 322
2021
Q3 		$783K Buy
12,683
+221
+2% +$13.5K 0.03% 315
2021
Q2 		$739K Buy
12,462
+8,232
+195% +$507K 0.02% 329
2021
Q1 		$248K Buy
4,230
+264
+7% +$15.5K 0.01% 363
2020
Q4 		$276K Buy
3,966
+257
+7% +$17K 0.01% 358
2020
Q3 		$220K Sell
3,709
-62
-2% -$3.27K 0.01% 356
2020
Q2 		$154K Buy
+3,771
New +$154K 0.01% 357
2018
Q2 		– Sell
-390,035
Closed -$12.3M – 375
2018
Q1 		$12.3M Sell
390,035
-523,320
-57% -$16.7M 0.82% 22
2017
Q4 		$27.3M Sell
913,355
-317,061
-26% -$8.88M 1.78% 5
2017
Q3 		$38.9M Sell
1,230,416
-2,970
-0.2% -$86K 2.41% 5
2017
Q2 		$35.4M Buy
1,233,386
+576,990
+88% +$17.9M 2.4% 5
2017
Q1 		$21.6M Buy
656,396
+73,520
+13% +$2.38M 1.46% 11
2016
Q4 		$19.8M Sell
582,876
-182,450
-24% -$6.63M 1.36% 14
2016
Q3 		$26.8M Buy
765,326
+449,485
+142% +$14.7M 1.89% 9
2016
Q2 		$10.7M Sell
315,841
-206,380
-40% -$6.39M 0.81% 29
2016
Q1 		$14.1M Buy
522,221
+116,245
+29% +$2.74M 0.95% 27
2015
Q4 		$9.78M Hold
405,976
– – 0.71% 44
2015
Q3 		$10.5M Hold
405,976
– – 0.8% 32
2015
Q2 		$11.3M Hold
405,976
– – 0.75% 32
2015
Q1 		$10.1M Buy
405,976
+128,100
+46% +$3.27M 0.71% 35
2014
Q4 		$7.48M Buy
+277,876
New +$6.89M 0.5% 48

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

Northwest & Ethical Investments's RBA Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its RB Global (RBA) stake by 7.9% in Q2 2026, selling an estimated $1.39M and leaving 155,065 shares worth $18M. The position accounts for 0.42% of the portfolio, ranked #71.

Northwest & Ethical Investments first reported a position in RBA in Q4 2014 and has held it in 38 quarters since. The position peaked at $38.9M in Q3 2017. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Northwest & Ethical Investments held 155,065 shares of RB Global worth $18M as of Q2 2026.
  • Northwest & Ethical Investments sold 13,238 RB Global shares in Q2 2026, an estimated $1.39M.
  • RB Global made up 0.42% of Northwest & Ethical Investments's portfolio in Q2 2026, its #71 holding.
  • Northwest & Ethical Investments first reported a position in RB Global in Q4 2014 and has held it in 38 quarters since.
  • Northwest & Ethical Investments's RB Global position peaked at $38.9M in Q3 2017.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.