Root Financial Partners
RBA icon

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
Q3 		$3.01K Buy
+37
New +$3.52K ﹤0.01% 2448
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Root Financial Partners's RBA Position: Q3 2026 in Review

Root Financial Partners opened a new position in RB Global (RBA) in Q3 2026: 37 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #2448 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RBA as recently as Q1 2026.

Root Financial Partners first reported a position in RBA in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.33K in Q1 2026. 432 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Root Financial Partners held 37 shares of RB Global worth $3.01K as of Q3 2026.
  • RB Global was a new Root Financial Partners position in Q3 2026.
  • RB Global made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2448 holding.
  • Root Financial Partners first reported a position in RB Global in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's RB Global position peaked at $6.33K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.