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Osterweis Capital Management’s RB Global RBA Stock Holding History

Osterweis Capital 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
Q1 		– Sell
-145
Closed -$14.9K – 271
2025
Q4 		$14.9K Hold
145
– – ﹤0.01% 277
2025
Q3 		$15.7K Hold
145
– – ﹤0.01% 263
2025
Q2 		$15.4K Buy
+145
New +$14.9K ﹤0.01% 267

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Osterweis Capital Management's RBA Position: Q1 2026 in Review

Osterweis Capital Management sold out of RB Global (RBA) in Q1 2026, closing a stake of 145 shares — an estimated $14.9K sold.

Osterweis Capital Management first reported a position in RBA in Q2 2025 and held it in 3 quarters. The position peaked at $15.7K in Q3 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Osterweis Capital Management reported no remaining RB Global position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 145 RB Global shares in Q1 2026, an estimated $14.9K.
  • Osterweis Capital Management first reported a position in RB Global in Q2 2025 and held it in 3 quarters.
  • Osterweis Capital Management's RB Global position peaked at $15.7K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.