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 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%	-$4.67K	0.37%	68
2024 Q4	$582K	Buy	+6,457	New	+$578K	0.32%	87

Other funds holding RBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Values First Advisors's RBA Position: Q1 2026 in Review

Values First Advisors increased its RB Global (RBA) stake by 0.39% in Q1 2026, buying an estimated $2.76K and bringing the position to 6,627 shares worth $635K. The position accounts for 0.33% of the portfolio, ranked #83.

Values First Advisors first reported a position in RBA in Q4 2024 and has held it in 6 quarters since. The position peaked at $736K in Q2 2025. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Values First Advisors held 6,627 shares of RB Global worth $635K as of Q1 2026.
Values First Advisors bought 26 RB Global shares in Q1 2026, an estimated $2.76K.
RB Global made up 0.33% of Values First Advisors's portfolio in Q1 2026, its #83 holding.
Values First Advisors first reported a position in RB Global in Q4 2024 and has held it in 6 quarters since.
Values First Advisors's RB Global position peaked at $736K in Q2 2025.
540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.