PWMG
RBA icon

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
Q2 		$4.78K Hold
41
– – ﹤0.01% 863
2026
Q1 		$3.93K Buy
+41
New +$4.35K ﹤0.01% 855

Other funds holding RBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Private Wealth Management Group held its RB Global (RBA) position steady in Q2 2026 at 41 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Private Wealth Management Group first reported a position in RBA in Q1 2026 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Private Wealth Management Group held 41 shares of RB Global worth $4.78K as of Q2 2026.
  • Private Wealth Management Group left its RB Global share count unchanged in Q2 2026.
  • RB Global made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #863 holding.
  • Private Wealth Management Group first reported a position in RB Global in Q1 2026 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.