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Ridgewood Investments’s RB Global RBA Stock Holding History

Ridgewood Investments’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 		$522K Buy
6,412
+3,948
+160% +$375K 0.19% 140
2026
Q2 		$287K Buy
2,464
+1
+0% +$105 0.11% 188
2026
Q1 		$236K Buy
+2,463
New +$261K 0.1% 196
2025
Q3 		$245K Sell
2,259
-48
-2% -$5.38K 0.1% 193
2025
Q2 		$245K Buy
2,307
+2
+0.1% +$205 0.11% 181
2025
Q1 		$231K Buy
2,305
+1
+0% +$95 0.11% 173
2024
Q4 		$208K Sell
2,304
-298
-11% -$26.7K 0.1% 171
2024
Q3 		$209K Sell
2,602
-265
-9% -$21.5K 0.1% 165
2024
Q2 		$219K Sell
2,867
-4,415
-61% -$331K 0.11% 168
2024
Q1 		$555K Sell
7,282
-4,986
-41% -$348K 0.29% 109
2023
Q4 		$821K Sell
12,268
-77
-0.6% -$4.95K 0.49% 72
2023
Q3 		$772K Sell
12,345
-47
-0.4% -$2.9K 0.51% 60
2023
Q2 		$744K Buy
12,392
+2,208
+22% +$124K 0.42% 68
2023
Q1 		$573K Buy
+10,184
New +$600K 0.35% 86

Other funds holding RBA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Ridgewood Investments's RBA Position: Q3 2026 in Review

Ridgewood Investments increased its RB Global (RBA) stake by 160% in Q3 2026, buying an estimated $375K and bringing the position to 6,412 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #140.

Ridgewood Investments first reported a position in RBA in Q1 2023 and has held it in 14 quarters since. The position peaked at $821K in Q4 2023. 16 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Ridgewood Investments held 6,412 shares of RB Global worth $522K as of Q3 2026.
  • Ridgewood Investments bought 3,948 RB Global shares in Q3 2026, an estimated $375K.
  • RB Global made up 0.19% of Ridgewood Investments's portfolio in Q3 2026, its #140 holding.
  • Ridgewood Investments first reported a position in RB Global in Q1 2023 and has held it in 14 quarters since.
  • Ridgewood Investments's RB Global position peaked at $821K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.