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 Q3	$3.58K	Sell	44 -13	-23%	-$1.24K	﹤0.01%	1461
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	$2.68K	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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

True Wealth Design's RBA Position: Q3 2026 in Review

True Wealth Design reduced its RB Global (RBA) stake by 23% in Q3 2026, selling an estimated $1.24K and leaving 44 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

True Wealth Design first reported a position in RBA in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.64K in Q2 2026. 60 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

True Wealth Design held 44 shares of RB Global worth $3.58K as of Q3 2026.
True Wealth Design sold 13 RB Global shares in Q3 2026, an estimated $1.24K.
RB Global made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1461 holding.
True Wealth Design first reported a position in RB Global in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's RB Global position peaked at $6.64K in Q2 2026.
60 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.