Pinnacle Wealth Planning Services
RBA icon

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
Q3 		$186K Buy
2,286
+566
+33% +$53.8K 0.02% 528
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's RBA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its RB Global (RBA) stake by 33% in Q3 2026, buying an estimated $53.8K and bringing the position to 2,286 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #528.

Pinnacle Wealth Planning Services first reported a position in RBA in Q4 2025 and has held it in 4 quarters since. The position peaked at $200K in Q2 2026. 242 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,286 shares of RB Global worth $186K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 566 RB Global shares in Q3 2026, an estimated $53.8K.
  • RB Global made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #528 holding.
  • Pinnacle Wealth Planning Services first reported a position in RB Global in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's RB Global position peaked at $200K in Q2 2026.
  • 242 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.