Physician Wealth Advisors
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Physician Wealth Advisors’s RB Global RBA Stock Holding History

Physician Wealth Advisors’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
Q3 		– Sell
-12
Closed -$1.4K – 2572
2026
Q2 		$1.4K Sell
12
-4
-25% -$421 ﹤0.01% 1675
2026
Q1 		$1.53K Hold
16
– – ﹤0.01% 1467
2025
Q4 		$1.65K Sell
16
-10
-38% -$1.02K ﹤0.01% 1376
2025
Q3 		$2.82K Buy
26
+5
+24% +$561 ﹤0.01% 1088
2025
Q2 		$2.23K Buy
+21
New +$2.15K ﹤0.01% 1008

Other funds holding RBA

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Physician Wealth Advisors's RBA Position: Q3 2026 in Review

Physician Wealth Advisors sold out of RB Global (RBA) in Q3 2026, closing a stake of 12 shares — an estimated $1.4K sold.

Physician Wealth Advisors first reported a position in RBA in Q2 2025 and held it in 5 quarters. The position peaked at $2.82K in Q3 2025. 301 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Physician Wealth Advisors reported no remaining RB Global position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 12 RB Global shares in Q3 2026, an estimated $1.4K.
  • Physician Wealth Advisors first reported a position in RB Global in Q2 2025 and held it in 5 quarters.
  • Physician Wealth Advisors's RB Global position peaked at $2.82K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.