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

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Values First Advisors's RBA Position: Q2 2026 in Review

Values First Advisors increased its RB Global (RBA) stake by 5.6% in Q2 2026, buying an estimated $38.9K and bringing the position to 6,997 shares worth $815K. The position accounts for 0.37% of the portfolio, ranked #77.

Values First Advisors first reported a position in RBA in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Values First Advisors held 6,997 shares of RB Global worth $815K as of Q2 2026.
Values First Advisors bought 370 RB Global shares in Q2 2026, an estimated $38.9K.
RB Global made up 0.37% of Values First Advisors's portfolio in Q2 2026, its #77 holding.
Values First Advisors first reported a position in RB Global in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.