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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
Q2 		$458K Buy
3,936
+8
+0.2% +$842 0.04% 333
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Wealth Alliance's RBA Position: Q2 2026 in Review

Wealth Alliance increased its RB Global (RBA) stake by 0.2% in Q2 2026, buying an estimated $842 and bringing the position to 3,936 shares worth $458K. The position accounts for 0.04% of the portfolio, ranked #333.

Wealth Alliance first reported a position in RBA in Q3 2021 and has held it in 20 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Wealth Alliance held 3,936 shares of RB Global worth $458K as of Q2 2026.
  • Wealth Alliance bought 8 RB Global shares in Q2 2026, an estimated $842.
  • RB Global made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #333 holding.
  • Wealth Alliance first reported a position in RB Global in Q3 2021 and has held it in 20 quarters since.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.