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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
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 $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

Pinnacle Wealth Planning Services's RBA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its RB Global (RBA) stake by 919% in Q1 2026, buying an estimated $55.5K and bringing the position to 581 shares worth $55.7K. The position accounts for 0.01% of the portfolio, ranked #1139.

Pinnacle Wealth Planning Services first reported a position in RBA in Q4 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 581 shares of RB Global worth $55.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 524 RB Global shares in Q1 2026, an estimated $55.5K.
  • RB Global made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1139 holding.
  • Pinnacle Wealth Planning Services first reported a position in RB Global in Q4 2025 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.