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Personal CFO Solutions’s RB Global RBA Stock Holding History

Personal CFO Solutions’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 		$1.07M Buy
11,192
+96
+0.9% +$10.2K 0.15% 118
2025
Q4 		$1.14M Hold
11,096
– – 0.18% 102
2025
Q3 		$1.2M Hold
11,096
– – 0.21% 91
2025
Q2 		$1.18M Buy
11,096
+43
+0.4% +$4.41K 0.22% 90
2025
Q1 		$1.11M Buy
11,053
+10
+0.1% +$954 0.23% 89
2024
Q4 		$996K Hold
11,043
– – 0.2% 104
2024
Q3 		$889K Hold
11,043
– – 0.12% 163
2024
Q2 		$843K Hold
11,043
– – 0.13% 151
2024
Q1 		$841K Buy
+11,043
New +$771K 0.13% 156

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

Personal CFO Solutions's RBA Position: Q1 2026 in Review

Personal CFO Solutions increased its RB Global (RBA) stake by 0.87% in Q1 2026, buying an estimated $10.2K and bringing the position to 11,192 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #118.

Personal CFO Solutions first reported a position in RBA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q3 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Personal CFO Solutions held 11,192 shares of RB Global worth $1.07M as of Q1 2026.
  • Personal CFO Solutions bought 96 RB Global shares in Q1 2026, an estimated $10.2K.
  • RB Global made up 0.15% of Personal CFO Solutions's portfolio in Q1 2026, its #118 holding.
  • Personal CFO Solutions first reported a position in RB Global in Q1 2024 and has held it in 9 quarters since.
  • Personal CFO Solutions's RB Global position peaked at $1.2M in Q3 2025.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.