Sequoia Financial Advisors’s RB Global RBA Stock Holding History

Sequoia Financial Advisors’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	$526K	Buy	4,516 +175	+4%	+$18.4K	﹤0.01%	1318
2026 Q1	$416K	Sell	4,341 -197	-4%	-$20.9K	﹤0.01%	1383
2025 Q4	$467K	Sell	4,538 -972	-18%	-$98.7K	﹤0.01%	1317
2025 Q3	$597K	Buy	5,510 +1,501	+37%	+$168K	﹤0.01%	1044
2025 Q2	$426K	Buy	4,009 +478	+14%	+$49K	﹤0.01%	1083
2025 Q1	$354K	Buy	3,531 +46	+1%	+$4.39K	﹤0.01%	999
2024 Q4	$314K	Buy	3,485 +563	+19%	+$50.4K	﹤0.01%	1004
2024 Q3	$235K	Sell	2,922 -172	-6%	-$14K	﹤0.01%	1094
2024 Q2	$236K	Buy	+3,094	New	+$232K	﹤0.01%	1009
2014 Q3	–	Sell	-10,707	Closed	-$264K	–	179
2014 Q2	$264K	Buy	10,707 +435	+4%	+$10.4K	0.2%	118
2014 Q1	$248K	Buy	10,272 +1,013	+11%	+$23.2K	0.21%	125
2013 Q4	$212K	Buy	+9,259	New	+$189K	0.18%	133

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jupiter Topco New York $245B AUM

Sequoia Financial Advisors's RBA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its RB Global (RBA) stake by 4% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,516 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Sequoia Financial Advisors first reported a position in RBA in Q4 2013 and has held it in 12 quarters since. The position peaked at $597K in Q3 2025. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Sequoia Financial Advisors held 4,516 shares of RB Global worth $526K as of Q2 2026.
Sequoia Financial Advisors bought 175 RB Global shares in Q2 2026, an estimated $18.4K.
RB Global made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1318 holding.
Sequoia Financial Advisors first reported a position in RB Global in Q4 2013 and has held it in 12 quarters since.
Sequoia Financial Advisors's RB Global position peaked at $597K in Q3 2025.
558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.