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Pinnacle Wealth Planning Services’s RB Global RBA Stock Holding History

Pinnacle Wealth Planning Services’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 		$200K Buy
1,720
+1,139
+196% +$120K 0.02% 521
2026
Q1 		$55.7K Buy
581
+524
+919% +$55.5K 0.01% 1139
2025
Q4 		$5.86K Buy
+57
New +$5.79K ﹤0.01% 2229

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

Pinnacle Wealth Planning Services's RBA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its RB Global (RBA) stake by 196% in Q2 2026, buying an estimated $120K and bringing the position to 1,720 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #521.

Pinnacle Wealth Planning Services first reported a position in RBA in Q4 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,720 shares of RB Global worth $200K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,139 RB Global shares in Q2 2026, an estimated $120K.
  • RB Global made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #521 holding.
  • Pinnacle Wealth Planning Services first reported a position in RB Global in Q4 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.