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Twin Peaks Wealth Advisors’s RB Global RBA Stock Holding History

Twin Peaks Wealth 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 		– Sell
-82
Closed -$7.86K – 1719
2026
Q1 		$7.86K Buy
+82
New +$8.69K ﹤0.01% 1179
2025
Q3 		– Sell
-99
Closed -$11.5K – 1636
2025
Q2 		$11.5K Buy
+99
New +$10.1K ﹤0.01% 864

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

Twin Peaks Wealth Advisors's RBA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of RB Global (RBA) in Q2 2026, closing a stake of 82 shares — an estimated $7.86K sold.

Twin Peaks Wealth Advisors first reported a position in RBA in Q2 2025 and held it in 2 quarters. The position peaked at $11.5K in Q2 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining RB Global position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 82 RB Global shares in Q2 2026, an estimated $7.86K.
  • Twin Peaks Wealth Advisors first reported a position in RB Global in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's RB Global position peaked at $11.5K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.