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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
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 $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

Twin Peaks Wealth Advisors's RBA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in RB Global (RBA) in Q1 2026: 82 shares worth $7.86K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in RBA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in RBA in Q2 2025 and has held it in 2 quarters since. The position peaked at $11.5K in Q2 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 82 shares of RB Global worth $7.86K as of Q1 2026.
  • RB Global was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • RB Global made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1179 holding.
  • Twin Peaks Wealth Advisors first reported a position in RB Global in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's RB Global position peaked at $11.5K in Q2 2025.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.