SageView Advisory Group’s RB Global RBA Stock Holding History

SageView Advisory Group’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	–	Sell	-612	Closed	-$63K	–	1993
2025 Q4	$63K	Buy	+612	New	+$62.2K	﹤0.01%	984

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

SageView Advisory Group's RBA Position: Q1 2026 in Review

SageView Advisory Group sold out of RB Global (RBA) in Q1 2026, closing a stake of 612 shares — an estimated $63K sold.

SageView Advisory Group first reported a position in RBA in Q4 2025 and held it in 1 quarter. The position peaked at $63K in Q4 2025. 542 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

SageView Advisory Group reported no remaining RB Global position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 612 RB Global shares in Q1 2026, an estimated $63K.
SageView Advisory Group first reported a position in RB Global in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's RB Global position peaked at $63K in Q4 2025.
542 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.