Wealth Enhancement Advisory Services
RBA icon

Wealth Enhancement Advisory Services’s RB Global RBA Stock Holding History

Wealth Enhancement Advisory Services’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 		$795K Buy
7,352
+3,598
+96% +$378K ﹤0.01% 2261
2026
Q1 		$369K Sell
3,754
-1,712
-31% -$181K ﹤0.01% 2586
2025
Q4 		$585K Buy
5,466
+478
+10% +$48.6K ﹤0.01% 2362
2025
Q3 		$528K Buy
4,988
+144
+3% +$16.1K ﹤0.01% 2325
2025
Q2 		$512K Buy
4,844
+125
+3% +$12.8K ﹤0.01% 2209
2025
Q1 		$473K Sell
4,719
-164
-3% -$15.6K ﹤0.01% 2107
2024
Q4 		$441K Buy
4,883
+752
+18% +$67.3K ﹤0.01% 2083
2024
Q3 		$333K Buy
4,131
+273
+7% +$22.2K ﹤0.01% 2100
2024
Q2 		$295K Buy
3,858
+591
+18% +$44.3K ﹤0.01% 1991
2024
Q1 		$249K Buy
+3,267
New +$228K ﹤0.01% 2040
2023
Q3 		– Sell
-3,610
Closed -$217K – 2258
2023
Q2 		$217K Buy
+3,610
New +$204K ﹤0.01% 486

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 Enhancement Advisory Services's RBA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its RB Global (RBA) stake by 96% in Q2 2026, buying an estimated $378K and bringing the position to 7,352 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Wealth Enhancement Advisory Services first reported a position in RBA in Q2 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,352 shares of RB Global worth $795K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,598 RB Global shares in Q2 2026, an estimated $378K.
  • RB Global made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2261 holding.
  • Wealth Enhancement Advisory Services first reported a position in RB Global in Q2 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.