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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
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 $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

United Capital Financial Advisors's RBA Position: Q1 2026 in Review

United Capital Financial Advisors increased its RB Global (RBA) stake by 20% in Q1 2026, buying an estimated $41.3K and bringing the position to 2,385 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

United Capital Financial Advisors first reported a position in RBA in Q4 2015 and has held it in 3 quarters since. The position peaked at $614K in Q4 2015. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • United Capital Financial Advisors held 2,385 shares of RB Global worth $229K as of Q1 2026.
  • United Capital Financial Advisors bought 390 RB Global shares in Q1 2026, an estimated $41.3K.
  • RB Global made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1494 holding.
  • United Capital Financial Advisors first reported a position in RB Global in Q4 2015 and has held it in 3 quarters since.
  • United Capital Financial Advisors's RB Global position peaked at $614K in Q4 2015.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.