RWS
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Retirement Wealth Solutions’s RB Global RBA Stock Holding History

Retirement Wealth Solutions’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 		$8.38K Buy
72
+13
+22% +$1.37K ﹤0.01% 252
2026
Q1 		$5.66K Buy
59
+13
+28% +$1.38K ﹤0.01% 301
2025
Q4 		$4.73K Sell
46
-47
-51% -$4.77K ﹤0.01% 319
2025
Q3 		$10.1K Buy
93
+48
+107% +$5.38K 0.01% 226
2025
Q2 		$4.78K Hold
45
– – ﹤0.01% 304
2025
Q1 		$4.51K Hold
45
– – ﹤0.01% 296
2024
Q4 		$4K Buy
+45
New +$4.03K ﹤0.01% 315

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

Retirement Wealth Solutions's RBA Position: Q2 2026 in Review

Retirement Wealth Solutions increased its RB Global (RBA) stake by 22% in Q2 2026, buying an estimated $1.37K and bringing the position to 72 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Retirement Wealth Solutions first reported a position in RBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1K in Q3 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Retirement Wealth Solutions held 72 shares of RB Global worth $8.38K as of Q2 2026.
  • Retirement Wealth Solutions bought 13 RB Global shares in Q2 2026, an estimated $1.37K.
  • RB Global made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #252 holding.
  • Retirement Wealth Solutions first reported a position in RB Global in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's RB Global position peaked at $10.1K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.