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Steward Partners Investment Advisory’s RB Global RBA Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-444
Closed -$42.5K – 4827
2026
Q1 		$42.5K Sell
444
-82
-16% -$8.69K ﹤0.01% 2871
2025
Q4 		$54.1K Sell
526
-245
-32% -$24.9K ﹤0.01% 2627
2025
Q3 		$83.6K Buy
771
+373
+94% +$41.8K ﹤0.01% 2331
2025
Q2 		$42.2K Sell
398
-5
-1% -$513 ﹤0.01% 2554
2025
Q1 		$40.4K Buy
403
+13
+3% +$1.24K ﹤0.01% 2493
2024
Q4 		$35.2K Buy
390
+16
+4% +$1.43K ﹤0.01% 2526
2024
Q3 		$30.1K Buy
374
+85
+29% +$6.9K ﹤0.01% 2469
2024
Q2 		$22K Buy
289
+1
+0.3% +$75 ﹤0.01% 2487
2024
Q1 		$21.9K Buy
+288
New +$20.1K ﹤0.01% 2484
2023
Q4 		– Sell
-78
Closed -$4.88K – 3558
2023
Q3 		$4.88K Hold
78
– – ﹤0.01% 2837
2023
Q2 		$4.68K Hold
78
– – ﹤0.01% 2808
2023
Q1 		$4.39K Sell
78
-76
-49% -$4.48K ﹤0.01% 2817
2022
Q4 		$8.91K Buy
154
+60
+64% +$3.49K ﹤0.01% 2579
2022
Q3 		$6K Buy
94
+37
+65% +$2.52K ﹤0.01% 2718
2022
Q2 		$4K Sell
57
-165
-74% -$9.68K ﹤0.01% 2864
2022
Q1 		$13K Buy
+222
New +$13K ﹤0.01% 2558
2021
Q4 		– Sell
-39
Closed -$2K – 3295
2021
Q3 		$2K Buy
+39
New +$2.38K ﹤0.01% 3006
2020
Q4 		– Sell
-33
Closed -$2K – 2968
2020
Q3 		$2K Hold
33
– – ﹤0.01% 2593
2020
Q2 		$1K Hold
33
– – ﹤0.01% 2602
2020
Q1 		$1K Hold
33
– – ﹤0.01% 2413
2019
Q4 		$1K Buy
+33
New +$1.37K ﹤0.01% 2534

Other funds holding RBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Steward Partners Investment Advisory's RBA Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of RB Global (RBA) in Q2 2026, closing a stake of 444 shares — an estimated $42.5K sold.

Steward Partners Investment Advisory first reported a position in RBA in Q4 2019 and held it in 21 quarters. The position peaked at $83.6K in Q3 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining RB Global position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 444 RB Global shares in Q2 2026, an estimated $42.5K.
  • Steward Partners Investment Advisory first reported a position in RB Global in Q4 2019 and held it in 21 quarters.
  • Steward Partners Investment Advisory's RB Global position peaked at $83.6K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.