VWA
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Valued Wealth Advisors’s RB Global RBA Stock Holding History

Valued 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 		$12.6K Hold
108
– – ﹤0.01% 273
2026
Q1 		$10.4K Hold
108
– – ﹤0.01% 284
2025
Q4 		$11.1K Hold
108
– – ﹤0.01% 208
2025
Q3 		$11.7K Hold
108
– – 0.01% 203
2025
Q2 		$11.5K Hold
108
– – 0.01% 201
2025
Q1 		$10.8K Hold
108
– – 0.01% 214
2024
Q4 		$9.74K Hold
108
– – 0.01% 234
2024
Q3 		$8.69K Hold
108
– – 0.01% 231
2024
Q2 		$8.25K Hold
108
– – 0.01% 220
2024
Q1 		$8.23K Hold
108
– – 0.01% 204
2023
Q4 		$6.75K Buy
+108
New +$6.94K 0.01% 163

Other funds holding RBA

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Valued Wealth Advisors's RBA Position: Q2 2026 in Review

Valued Wealth Advisors held its RB Global (RBA) position steady in Q2 2026 at 108 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Valued Wealth Advisors first reported a position in RBA in Q4 2023 and has held it in 11 quarters since. 117 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Valued Wealth Advisors held 108 shares of RB Global worth $12.6K as of Q2 2026.
  • Valued Wealth Advisors left its RB Global share count unchanged in Q2 2026.
  • RB Global made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • Valued Wealth Advisors first reported a position in RB Global in Q4 2023 and has held it in 11 quarters since.
  • 117 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.