SimplyRich’s RB Global RBA Stock Holding History

SimplyRich’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	$2.07M	Sell	21,603 -7	-0%	-$742	0.53%	43
2025 Q4	$2.22M	Buy	21,610 +771	+4%	+$78.3K	0.58%	34
2025 Q3	$2.26M	Hold	20,839	–	–	0.61%	34
2025 Q2	$2.21M	Hold	20,839	–	–	0.62%	33
2025 Q1	$2.09M	Hold	20,839	–	–	0.6%	36
2024 Q4	$1.88M	Hold	20,839	–	–	0.54%	44
2024 Q3	$1.68M	Sell	20,839 -375	-2%	-$30.4K	0.47%	54
2024 Q2	$1.62M	Sell	21,214 -16	-0.1%	-$1.2K	0.51%	44
2024 Q1	$1.62M	Sell	21,230 -14	-0.1%	-$978	0.52%	46
2023 Q4	$1.42M	Hold	21,244	–	–	0.49%	50
2023 Q3	$1.33M	Sell	21,244 -10	-0%	-$616	0.64%	42
2023 Q2	$1.27M	Sell	21,254 -640	-3%	-$36.1K	0.45%	55
2023 Q1	$1.23M	Sell	21,894 -93	-0.4%	-$5.48K	0.46%	56
2022 Q4	$1.27M	Buy	21,987 +17,087	+349%	+$995K	0.51%	49
2022 Q3	$306K	Hold	4,900	–	–	0.14%	127
2022 Q2	$318K	Hold	4,900	–	–	0.13%	124
2022 Q1	$289K	Hold	4,900	–	–	0.1%	149
2021 Q4	$300K	Hold	4,900	–	–	0.1%	151
2021 Q3	$302K	Hold	4,900	–	–	0.11%	144
2021 Q2	$290K	Hold	4,900	–	–	0.13%	133
2021 Q1	$287K	Hold	4,900	–	–	0.11%	139
2020 Q4	$341K	Hold	4,900	–	–	0.15%	116
2020 Q3	$290K	Buy	+4,900	New	+$259K	0.15%	121

Other funds holding RBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

SimplyRich's RBA Position: Q1 2026 in Review

SimplyRich reduced its RB Global (RBA) stake by 0.03% in Q1 2026, selling an estimated $742 and leaving 21,603 shares worth $2.07M. The position accounts for 0.53% of the portfolio, ranked #43.

SimplyRich first reported a position in RBA in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q3 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

SimplyRich held 21,603 shares of RB Global worth $2.07M as of Q1 2026.
SimplyRich sold 7 RB Global shares in Q1 2026, an estimated $742.
RB Global made up 0.53% of SimplyRich's portfolio in Q1 2026, its #43 holding.
SimplyRich first reported a position in RB Global in Q3 2020 and has held it in 23 quarters since.
SimplyRich's RB Global position peaked at $2.26M in Q3 2025.
541 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.