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PDS Planning’s RB Global RBA Stock Holding History

PDS Planning’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 		$273K Buy
2,347
+201
+9% +$21.1K 0.02% 457
2026
Q1 		$206K Buy
2,146
+17
+0.8% +$1.8K 0.01% 517
2025
Q4 		$219K Sell
2,129
-57
-3% -$5.79K 0.01% 485
2025
Q3 		$237K Buy
2,186
+51
+2% +$5.72K 0.02% 445
2025
Q2 		$227K Buy
2,135
+77
+4% +$7.89K 0.02% 442
2025
Q1 		$206K Buy
+2,058
New +$196K 0.02% 430

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

PDS Planning's RBA Position: Q2 2026 in Review

PDS Planning increased its RB Global (RBA) stake by 9.4% in Q2 2026, buying an estimated $21.1K and bringing the position to 2,347 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #457.

PDS Planning first reported a position in RBA in Q1 2025 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • PDS Planning held 2,347 shares of RB Global worth $273K as of Q2 2026.
  • PDS Planning bought 201 RB Global shares in Q2 2026, an estimated $21.1K.
  • RB Global made up 0.02% of PDS Planning's portfolio in Q2 2026, its #457 holding.
  • PDS Planning first reported a position in RB Global in Q1 2025 and has held it in 6 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.