Principia Wealth Advisory’s RB Global RBA Stock Holding History

Principia Wealth Advisory’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	Buy	12 +3	+33%	+$316	﹤0.01%	689
2026 Q1	$863	Buy	9 +2	+29%	+$212	﹤0.01%	738
2025 Q4	$720	Sell	7 -2	-22%	-$203	﹤0.01%	751
2025 Q3	$975	Buy	9 +2	+29%	+$224	﹤0.01%	654
2025 Q2	$743	Buy	7 +3	+75%	+$308	﹤0.01%	648
2025 Q1	$384	Hold	4	–	–	﹤0.01%	639
2024 Q4	$361	Buy	+4	New	+$358	﹤0.01%	631

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Principia Wealth Advisory's RBA Position: Q2 2026 in Review

Principia Wealth Advisory increased its RB Global (RBA) stake by 33% in Q2 2026, buying an estimated $316 and bringing the position to 12 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Principia Wealth Advisory first reported a position in RBA in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Principia Wealth Advisory held 12 shares of RB Global worth $1.4K as of Q2 2026.
Principia Wealth Advisory bought 3 RB Global shares in Q2 2026, an estimated $316.
RB Global made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #689 holding.
Principia Wealth Advisory first reported a position in RB Global in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.