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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
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

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

Physician Wealth Advisors's RBA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its RB Global (RBA) stake by 25% in Q2 2026, selling an estimated $421 and leaving 12 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Physician Wealth Advisors first reported a position in RBA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.82K in Q3 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Physician Wealth Advisors held 12 shares of RB Global worth $1.4K as of Q2 2026.
  • Physician Wealth Advisors sold 4 RB Global shares in Q2 2026, an estimated $421.
  • RB Global made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1675 holding.
  • Physician Wealth Advisors first reported a position in RB Global in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's RB Global position peaked at $2.82K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.