True Wealth Design’s RB Global RBA Stock Holding History

True Wealth Design’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	$6.64K	Buy	57 +11	+24%	+$1.16K	﹤0.01%	1211
2026 Q1	$4.41K	Buy	46 +20	+77%	+$2.12K	﹤0.01%	1250
2025 Q4	$2.67K	Sell	26 -6	-19%	-$609	﹤0.01%	1346
2025 Q3	$3.47K	Buy	32 +9	+39%	+$1.01K	﹤0.01%	1234
2025 Q2	$2.44K	Buy	23 +4	+21%	+$410	﹤0.01%	1100
2025 Q1	$1.91K	Buy	19 +10	+111%	+$954	﹤0.01%	1025
2024 Q4	$812	Buy	9 +2	+29%	+$179	﹤0.01%	991
2024 Q3	$564	Hold	7	–	–	﹤0.01%	1079
2024 Q2	$535	Buy	7 +2	+40%	+$150	﹤0.01%	646
2024 Q1	$381	Buy	5 +2	+67%	+$140	﹤0.01%	675
2023 Q4	$201	Hold	3	–	–	﹤0.01%	676
2023 Q3	$188	Hold	3	–	–	﹤0.01%	651
2023 Q2	$180	Hold	3	–	–	﹤0.01%	666
2023 Q1	$169	Hold	3	–	–	﹤0.01%	753
2022 Q4	$173	Buy	+3	New	+$175	﹤0.01%	684

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

True Wealth Design's RBA Position: Q2 2026 in Review

True Wealth Design increased its RB Global (RBA) stake by 24% in Q2 2026, buying an estimated $1.16K and bringing the position to 57 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

True Wealth Design first reported a position in RBA in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

True Wealth Design held 57 shares of RB Global worth $6.64K as of Q2 2026.
True Wealth Design bought 11 RB Global shares in Q2 2026, an estimated $1.16K.
RB Global made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1211 holding.
True Wealth Design first reported a position in RB Global in Q4 2022 and has held it in 15 quarters since.
558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.