Spire Wealth Management’s RB Global RBA Stock Holding History

Spire Wealth Management’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	$1.06K	Buy	9 +2	+29%	+$210	﹤0.01%	2130
2026 Q1	$677	Sell	7 -1	-13%	-$106	﹤0.01%	2203
2025 Q4	$827	Sell	8 -373	-98%	-$37.9K	﹤0.01%	2218
2025 Q3	$41.3K	Buy	381 +349	+1,091%	+$39.1K	﹤0.01%	1299
2025 Q2	$3.4K	Hold	32	–	–	﹤0.01%	2052
2025 Q1	$3.21K	Sell	32 -12	-27%	-$1.15K	﹤0.01%	2179
2024 Q4	$3.97K	Buy	+44	New	+$3.94K	﹤0.01%	2106
2023 Q2	–	Sell	-154	Closed	-$8.67K	–	2509
2023 Q1	$8.67K	Hold	154	–	–	﹤0.01%	1901
2022 Q4	$9K	Buy	154 +5	+3%	+$291	﹤0.01%	1670
2022 Q3	$9K	Sell	149 -15	-9%	-$1.02K	﹤0.01%	1606
2022 Q2	$11K	Hold	164	–	–	﹤0.01%	1891
2022 Q1	$10K	Sell	164 -2	-1%	-$117	﹤0.01%	2042
2021 Q4	$10K	Buy	166 +16	+11%	+$1.07K	﹤0.01%	2392
2021 Q3	$9K	Hold	150	–	–	﹤0.01%	2128
2021 Q2	$9K	Sell	150 -15	-9%	-$923	﹤0.01%	2165
2021 Q1	$10K	Buy	+165	New	+$9.68K	﹤0.01%	2417

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

Spire Wealth Management's RBA Position: Q2 2026 in Review

Spire Wealth Management increased its RB Global (RBA) stake by 29% in Q2 2026, buying an estimated $210 and bringing the position to 9 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Spire Wealth Management first reported a position in RBA in Q1 2021 and has held it in 16 quarters since. The position peaked at $41.3K in Q3 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Spire Wealth Management held 9 shares of RB Global worth $1.06K as of Q2 2026.
Spire Wealth Management bought 2 RB Global shares in Q2 2026, an estimated $210.
RB Global made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2130 holding.
Spire Wealth Management first reported a position in RB Global in Q1 2021 and has held it in 16 quarters since.
Spire Wealth Management's RB Global position peaked at $41.3K in Q3 2025.
559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.