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Ritholtz Wealth Management’s RB Global RBA Stock Holding History

Ritholtz Wealth Management’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 		$1.32M Sell
13,816
-8,348
-38% -$885K 0.02% 477
2025
Q4 		$2.28M Sell
22,164
-531
-2% -$53.9K 0.04% 320
2025
Q3 		$2.46M Buy
22,695
+3,488
+18% +$391K 0.05% 279
2025
Q2 		$2.04M Buy
19,207
+8,255
+75% +$846K 0.05% 291
2025
Q1 		$1.1M Buy
10,952
+4,322
+65% +$412K 0.03% 378
2024
Q4 		$598K Hold
6,630
– – 0.02% 514
2024
Q3 		$534K Sell
6,630
-88
-1% -$7.14K 0.02% 540
2024
Q2 		$513K Sell
6,718
-30
-0.4% -$2.25K 0.02% 513
2024
Q1 		$514K Sell
6,748
-43
-0.6% -$3K 0.02% 521
2023
Q4 		$454K Sell
6,791
-583
-8% -$37.5K 0.02% 510
2023
Q3 		$461K Buy
7,374
+8
+0.1% +$493 0.02% 471
2023
Q2 		$442K Sell
7,366
-1,175
-14% -$66.3K 0.02% 456
2023
Q1 		$481K Sell
8,541
-2,985
-26% -$176K 0.02% 417
2022
Q4 		$667K Buy
11,526
+599
+5% +$34.9K 0.04% 310
2022
Q3 		$683K Buy
10,927
+4,570
+72% +$311K 0.04% 324
2022
Q2 		$414K Sell
6,357
-388
-6% -$22.8K 0.03% 357
2022
Q1 		$398K Sell
6,745
-1,334
-17% -$78.3K 0.03% 350
2021
Q4 		$494K Sell
8,079
-283
-3% -$18.9K 0.03% 307
2021
Q3 		$516K Buy
8,362
+247
+3% +$15.1K 0.04% 262
2021
Q2 		$481K Sell
8,115
-1,257
-13% -$77.4K 0.03% 258
2021
Q1 		$549K Sell
9,372
-2,869
-23% -$168K 0.05% 191
2020
Q4 		$851K Buy
12,241
+2,634
+27% +$174K 0.08% 105
2020
Q3 		$569K Buy
9,607
+77
+0.8% +$4.06K 0.06% 120
2020
Q2 		$389K Buy
+9,530
New +$390K 0.05% 141

Other funds holding RBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Ritholtz Wealth Management's RBA Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its RB Global (RBA) stake by 38% in Q1 2026, selling an estimated $885K and leaving 13,816 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #477.

Ritholtz Wealth Management first reported a position in RBA in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.46M in Q3 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Ritholtz Wealth Management held 13,816 shares of RB Global worth $1.32M as of Q1 2026.
  • Ritholtz Wealth Management sold 8,348 RB Global shares in Q1 2026, an estimated $885K.
  • RB Global made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #477 holding.
  • Ritholtz Wealth Management first reported a position in RB Global in Q2 2020 and has held it in 24 quarters since.
  • Ritholtz Wealth Management's RB Global position peaked at $2.46M in Q3 2025.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.