RAFFA WEALTH MANAGEMENT, LLC’s RB Global RBA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.14K	Buy	27 +9	+50%	+$947	﹤0.01%	715
2026 Q1	$1.73K	Hold	18	–	–	﹤0.01%	803
2025 Q4	$1.85K	Hold	18	–	–	﹤0.01%	760
2025 Q3	$1.95K	Hold	18	–	–	﹤0.01%	713
2025 Q2	$1.91K	Hold	18	–	–	﹤0.01%	700
2025 Q1	$1.8K	Hold	18	–	–	﹤0.01%	664
2024 Q4	$1.62K	Hold	18	–	–	﹤0.01%	728
2024 Q3	$1.45K	Hold	18	–	–	﹤0.01%	723
2024 Q2	$1.37K	Hold	18	–	–	﹤0.01%	809
2024 Q1	$1.37K	Hold	18	–	–	﹤0.01%	802
2023 Q4	$1.2K	Hold	18	–	–	﹤0.01%	764
2023 Q3	$1.13K	Hold	18	–	–	﹤0.01%	746
2023 Q2	$1.08K	Hold	18	–	–	﹤0.01%	778
2023 Q1	$1.01K	Buy	18 +9	+100%	+$531	﹤0.01%	781
2022 Q4	$520	Hold	9	–	–	﹤0.01%	942
2022 Q3	$562	Hold	9	–	–	﹤0.01%	1002
2022 Q2	$586	Hold	9	–	–	﹤0.01%	979
2022 Q1	$531	Hold	9	–	–	﹤0.01%	1037
2021 Q4	$551	Hold	9	–	–	﹤0.01%	1034
2021 Q3	$555	Hold	9	–	–	﹤0.01%	1019
2021 Q2	$534	Hold	9	–	–	﹤0.01%	1032
2021 Q1	$527	Buy	+9	New	+$528	﹤0.01%	1046
2017 Q3	–	Sell	-20	Closed	-$575	–	366
2017 Q2	$575	Hold	20	–	–	﹤0.01%	390
2017 Q1	$658	Hold	20	–	–	﹤0.01%	363
2016 Q4	$680	Hold	20	–	–	﹤0.01%	598
2016 Q3	$701	Buy	+20	New	+$652	﹤0.01%	552

Other funds holding RBA

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's RBA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its RB Global (RBA) stake by 50% in Q2 2026, buying an estimated $947 and bringing the position to 27 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in RBA in Q3 2016 and has held it in 26 quarters since. 139 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 27 shares of RB Global worth $3.14K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 9 RB Global shares in Q2 2026, an estimated $947.
RB Global made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #715 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in RB Global in Q3 2016 and has held it in 26 quarters since.
139 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.