TFC Financial Management’s RB Global RBA Stock Holding History

TFC Financial 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 Q1	$95.9K	Hold	1,001	–	–	0.01%	207
2025 Q4	$103K	Hold	1,001	–	–	0.01%	205
2025 Q3	$108K	Hold	1,001	–	–	0.01%	191
2025 Q2	$106K	Hold	1,001	–	–	0.01%	196
2025 Q1	$100K	Hold	1,001	–	–	0.02%	193
2024 Q4	$90.3K	Hold	1,001	–	–	0.01%	200
2024 Q3	$80.6K	Hold	1,001	–	–	0.01%	209
2024 Q2	$76.4K	Buy	1,001 +1	+0.1%	+$75	0.01%	200
2024 Q1	$76.2K	Hold	1,000	–	–	0.01%	200
2023 Q4	$66.9K	Hold	1,000	–	–	0.01%	204
2023 Q3	$62.5K	Hold	1,000	–	–	0.01%	202
2023 Q2	$60K	Hold	1,000	–	–	0.01%	206
2023 Q1	$56.3K	Hold	1,000	–	–	0.01%	225
2022 Q4	$57.8K	Hold	1,000	–	–	0.02%	194
2022 Q3	$62K	Hold	1,000	–	–	0.02%	184
2022 Q2	$65K	Hold	1,000	–	–	0.02%	184
2022 Q1	$59K	Hold	1,000	–	–	0.02%	195
2021 Q4	$61K	Buy	+1,000	New	+$66.9K	0.02%	204

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

TFC Financial Management's RBA Position: Q1 2026 in Review

TFC Financial Management held its RB Global (RBA) position steady in Q1 2026 at 1,001 shares worth $95.9K. The position accounts for 0.01% of the portfolio, ranked #207.

TFC Financial Management first reported a position in RBA in Q4 2021 and has held it in 18 quarters since. The position peaked at $108K in Q3 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

TFC Financial Management held 1,001 shares of RB Global worth $95.9K as of Q1 2026.
TFC Financial Management left its RB Global share count unchanged in Q1 2026.
RB Global made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #207 holding.
TFC Financial Management first reported a position in RB Global in Q4 2021 and has held it in 18 quarters since.
TFC Financial Management's RB Global position peaked at $108K in Q3 2025.
540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.