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 Q3	$596K	Sell	7,095 -257	-3%	-$24.4K	﹤0.01%	2638
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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's RBA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its RB Global (RBA) stake by 3.5% in Q3 2026, selling an estimated $24.4K and leaving 7,095 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Wealth Enhancement Advisory Services first reported a position in RBA in Q2 2023 and has held it in 12 quarters since. The position peaked at $795K in Q2 2026. 362 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

Wealth Enhancement Advisory Services held 7,095 shares of RB Global worth $596K as of Q3 2026.
Wealth Enhancement Advisory Services sold 257 RB Global shares in Q3 2026, an estimated $24.4K.
RB Global made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2638 holding.
Wealth Enhancement Advisory Services first reported a position in RB Global in Q2 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's RB Global position peaked at $795K in Q2 2026.
362 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.