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United Capital Financial Advisors’s RB Global RBA Stock Holding History

United Capital Financial 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 		$3.62M Buy
31,074
+28,689
+1,203% +$3.02M 0.02% 450
2026
Q1 		$229K Buy
2,385
+390
+20% +$41.3K ﹤0.01% 1494
2025
Q4 		$205K Buy
+1,995
New +$203K ﹤0.01% 1322
2016
Q1 		– Sell
-25,470
Closed -$614K – 1263
2015
Q4 		$614K Buy
+25,470
New +$654K 0.01% 835

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's RBA Position: Q2 2026 in Review

United Capital Financial Advisors increased its RB Global (RBA) stake by 1,203% in Q2 2026, buying an estimated $3.02M and bringing the position to 31,074 shares worth $3.62M. The position accounts for 0.02% of the portfolio, ranked #450.

United Capital Financial Advisors first reported a position in RBA in Q4 2015 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • United Capital Financial Advisors held 31,074 shares of RB Global worth $3.62M as of Q2 2026.
  • United Capital Financial Advisors bought 28,689 RB Global shares in Q2 2026, an estimated $3.02M.
  • RB Global made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #450 holding.
  • United Capital Financial Advisors first reported a position in RB Global in Q4 2015 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.