Values First Advisors
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Values First Advisors’s RB Global RBA Stock Holding History

Values First 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
Q3 		– Sell
-6,997
Closed -$815K – 190
2026
Q2 		$815K Buy
6,997
+370
+6% +$38.9K 0.37% 77
2026
Q1 		$635K Buy
6,627
+26
+0.4% +$2.76K 0.33% 83
2025
Q4 		$679K Sell
6,601
-11
-0.2% -$1.12K 0.35% 84
2025
Q3 		$716K Sell
6,612
-323
-5% -$36.2K 0.38% 72
2025
Q2 		$736K Buy
6,935
+527
+8% +$54K 0.4% 74
2025
Q1 		$641K Sell
6,408
-49
-0.8% -$4.68K 0.37% 68
2024
Q4 		$582K Buy
+6,457
New +$578K 0.32% 87

Other funds holding RBA

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values First Advisors's RBA Position: Q3 2026 in Review

Values First Advisors sold out of RB Global (RBA) in Q3 2026, closing a stake of 6,997 shares — an estimated $815K sold.

Values First Advisors first reported a position in RBA in Q4 2024 and held it in 7 quarters. The position peaked at $815K in Q2 2026. 131 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • Values First Advisors reported no remaining RB Global position as of Q3 2026 after selling out during the quarter.
  • Values First Advisors sold 6,997 RB Global shares in Q3 2026, an estimated $815K.
  • Values First Advisors first reported a position in RB Global in Q4 2024 and held it in 7 quarters.
  • Values First Advisors's RB Global position peaked at $815K in Q2 2026.
  • 131 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.