Private Wealth Asset Management’s RB Global RBA Stock Holding History

Private Wealth Asset Management’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	$13K	Hold	112	–	–	﹤0.01%	670
2026 Q1	$10.7K	Sell	112 -2	-2%	-$212	﹤0.01%	686
2025 Q4	$11.7K	Hold	114	–	–	﹤0.01%	642
2025 Q3	$12.4K	Hold	114	–	–	﹤0.01%	605
2025 Q2	$12.1K	Hold	114	–	–	﹤0.01%	627
2025 Q1	$11.4K	Buy	+114	New	+$10.9K	﹤0.01%	601

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

Private Wealth Asset Management's RBA Position: Q2 2026 in Review

Private Wealth Asset Management held its RB Global (RBA) position steady in Q2 2026 at 112 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Private Wealth Asset Management first reported a position in RBA in Q1 2025 and has held it in 6 quarters since. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Private Wealth Asset Management held 112 shares of RB Global worth $13K as of Q2 2026.
Private Wealth Asset Management left its RB Global share count unchanged in Q2 2026.
RB Global made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #670 holding.
Private Wealth Asset Management first reported a position in RB Global in Q1 2025 and has held it in 6 quarters since.
556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.