Prospera Financial Services’s RB Global RBA Stock Holding History

Prospera Financial 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 Q1	–	Sell	-3,296	Closed	-$339K	–	1487
2025 Q4	$339K	Buy	3,296 +9	+0.3%	+$914	0.01%	1097
2025 Q3	$356K	Sell	3,287 -5	-0.2%	-$561	0.01%	1087
2025 Q2	$350K	Sell	3,292 -1	-0%	-$103	0.01%	1043
2025 Q1	$330K	Buy	+3,293	New	+$314K	0.01%	951
2022 Q3	–	Sell	-322	Closed	-$21K	–	1407
2022 Q2	$21K	Hold	322	–	–	﹤0.01%	1203
2022 Q1	$19K	Buy	+322	New	+$18.9K	﹤0.01%	1756
2020 Q4	–	Sell	-70	Closed	-$4K	–	1344
2020 Q3	$4K	Buy	+70	New	+$3.69K	﹤0.01%	1344

Other funds holding RBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Prospera Financial Services's RBA Position: Q1 2026 in Review

Prospera Financial Services sold out of RB Global (RBA) in Q1 2026, closing a stake of 3,296 shares — an estimated $339K sold.

Prospera Financial Services first reported a position in RBA in Q3 2020 and held it in 7 quarters. The position peaked at $356K in Q3 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Prospera Financial Services reported no remaining RB Global position as of Q1 2026 after selling out during the quarter.
Prospera Financial Services sold 3,296 RB Global shares in Q1 2026, an estimated $339K.
Prospera Financial Services first reported a position in RB Global in Q3 2020 and held it in 7 quarters.
Prospera Financial Services's RB Global position peaked at $356K in Q3 2025.
540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.