STA
RBA icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Summit Trail Advisors's RBA Position: Q1 2026 in Review

Summit Trail Advisors increased its RB Global (RBA) stake by 60% in Q1 2026, buying an estimated $392K and bringing the position to 9,850 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #958.

Summit Trail Advisors first reported a position in RBA in Q4 2017 and has held it in 9 quarters since. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Summit Trail Advisors held 9,850 shares of RB Global worth $944K as of Q1 2026.
  • Summit Trail Advisors bought 3,697 RB Global shares in Q1 2026, an estimated $392K.
  • RB Global made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #958 holding.
  • Summit Trail Advisors first reported a position in RB Global in Q4 2017 and has held it in 9 quarters since.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.