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

Private Wealth Management Group’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 		– Sell
-41
Closed -$4.78K – 1556
2026
Q2 		$4.78K Hold
41
– – ﹤0.01% 863
2026
Q1 		$3.93K Buy
+41
New +$4.35K ﹤0.01% 855

Other funds holding RBA

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
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Private Wealth Management Group's RBA Position: Q3 2026 in Review

Private Wealth Management Group sold out of RB Global (RBA) in Q3 2026, closing a stake of 41 shares — an estimated $4.78K sold.

Private Wealth Management Group first reported a position in RBA in Q1 2026 and held it in 2 quarters. The position peaked at $4.78K in Q2 2026. 96 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Private Wealth Management Group reported no remaining RB Global position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 41 RB Global shares in Q3 2026, an estimated $4.78K.
  • Private Wealth Management Group first reported a position in RB Global in Q1 2026 and held it in 2 quarters.
  • Private Wealth Management Group's RB Global position peaked at $4.78K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.