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Root Financial Partners’s RB Global RBA Stock Holding History

Root Financial Partners’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 		– Sell
-66
Closed -$6.33K – 2514
2026
Q1 		$6.33K Buy
66
+58
+725% +$6.15K ﹤0.01% 1862
2025
Q4 		$823 Buy
8
+4
+100% +$406 ﹤0.01% 2135
2025
Q3 		$433 Buy
+4
New +$448 ﹤0.01% 2160

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

Root Financial Partners's RBA Position: Q2 2026 in Review

Root Financial Partners sold out of RB Global (RBA) in Q2 2026, closing a stake of 66 shares — an estimated $6.33K sold.

Root Financial Partners first reported a position in RBA in Q3 2025 and held it in 3 quarters. The position peaked at $6.33K in Q1 2026. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Root Financial Partners reported no remaining RB Global position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 66 RB Global shares in Q2 2026, an estimated $6.33K.
  • Root Financial Partners first reported a position in RB Global in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's RB Global position peaked at $6.33K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.