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Wealth Alliance’s RB Global RBA Stock Holding History

Wealth Alliance’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 		$376K Buy
3,928
+186
+5% +$19.7K 0.04% 366
2025
Q4 		$385K Sell
3,742
-249
-6% -$25.3K 0.04% 374
2025
Q3 		$432K Buy
3,991
+71
+2% +$7.96K 0.04% 338
2025
Q2 		$416K Sell
3,920
-56
-1% -$5.74K 0.05% 334
2025
Q1 		$399K Buy
3,976
+104
+3% +$9.92K 0.05% 326
2024
Q4 		$349K Sell
3,872
-1,293
-25% -$116K 0.04% 338
2024
Q3 		$416K Sell
5,165
-47
-0.9% -$3.81K 0.05% 312
2024
Q2 		$398K Sell
5,212
-533
-9% -$39.9K 0.05% 307
2024
Q1 		$438K Buy
5,745
+118
+2% +$8.24K 0.06% 299
2023
Q4 		$376K Sell
5,627
-24
-0.4% -$1.54K 0.05% 316
2023
Q3 		$353K Buy
5,651
+3
+0.1% +$185 0.06% 305
2023
Q2 		$339K Buy
5,648
+187
+3% +$10.5K 0.05% 340
2023
Q1 		$307K Buy
5,461
+156
+3% +$9.2K 0.05% 354
2022
Q4 		$307K Sell
5,305
-184
-3% -$10.7K 0.05% 343
2022
Q3 		$343K Sell
5,489
-169
-3% -$11.5K 0.07% 292
2022
Q2 		$368K Buy
5,658
+907
+19% +$53.2K 0.07% 269
2022
Q1 		$280K Buy
4,751
+730
+18% +$42.9K 0.06% 341
2021
Q4 		$246K Buy
4,021
+389
+11% +$26K 0.05% 370
2021
Q3 		$224K Buy
+3,632
New +$222K 0.05% 380

Other funds holding RBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Wealth Alliance's RBA Position: Q1 2026 in Review

Wealth Alliance increased its RB Global (RBA) stake by 5% in Q1 2026, buying an estimated $19.7K and bringing the position to 3,928 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #366.

Wealth Alliance first reported a position in RBA in Q3 2021 and has held it in 19 quarters since. The position peaked at $438K in Q1 2024. 540 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

  • Wealth Alliance held 3,928 shares of RB Global worth $376K as of Q1 2026.
  • Wealth Alliance bought 186 RB Global shares in Q1 2026, an estimated $19.7K.
  • RB Global made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #366 holding.
  • Wealth Alliance first reported a position in RB Global in Q3 2021 and has held it in 19 quarters since.
  • Wealth Alliance's RB Global position peaked at $438K in Q1 2024.
  • 540 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.