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

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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. 96 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.
  • 96 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.