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Summit Trail Advisors’s RB Global RBA Stock Holding History

Summit Trail 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 		$1.18M Buy
10,095
+245
+2% +$25.8K 0.01% 912
2026
Q1 		$944K Buy
9,850
+3,697
+60% +$392K 0.01% 958
2025
Q4 		$633K Buy
6,153
+833
+16% +$84.6K 0.01% 1011
2025
Q3 		$576K Buy
5,320
+2,440
+85% +$274K 0.01% 1036
2025
Q2 		$306K Sell
2,880
-215
-7% -$22K 0.01% 911
2025
Q1 		$310K Buy
3,095
+6
+0.2% +$572 0.01% 323
2024
Q4 		$279K Buy
3,089
+137
+5% +$12.3K 0.01% 307
2024
Q3 		$238K Sell
2,952
-1,178
-29% -$95.6K 0.01% 623
2024
Q2 		$315K Buy
+4,130
New +$310K 0.01% 477
2018
Q1 		– Sell
-4,307
Closed -$136K – 1367
2017
Q4 		$136K Buy
+4,307
New +$121K 0.02% 542

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's RBA Position: Q2 2026 in Review

Summit Trail Advisors increased its RB Global (RBA) stake by 2.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 10,095 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #912.

Summit Trail Advisors first reported a position in RBA in Q4 2017 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Summit Trail Advisors held 10,095 shares of RB Global worth $1.18M as of Q2 2026.
  • Summit Trail Advisors bought 245 RB Global shares in Q2 2026, an estimated $25.8K.
  • RB Global made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #912 holding.
  • Summit Trail Advisors first reported a position in RB Global in Q4 2017 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.