West Branch Capital’s RB Global RBA Stock Holding History

West Branch Capital’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	$20.4K	Hold	175	–	–	﹤0.01%	185
2026 Q1	$16.8K	Hold	175	–	–	﹤0.01%	192
2025 Q4	$18K	Hold	175	–	–	﹤0.01%	201
2025 Q3	$19K	Hold	175	–	–	0.01%	209
2025 Q2	$18.6K	Hold	175	–	–	0.01%	212
2025 Q1	$17.6K	Hold	175	–	–	0.01%	240
2024 Q4	$15.8K	Hold	175	–	–	0.01%	237
2024 Q3	$14.1K	Hold	175	–	–	﹤0.01%	249
2024 Q2	$13.4K	Hold	175	–	–	0.01%	249
2024 Q1	$13.3K	Hold	175	–	–	0.01%	257
2023 Q4	$11.7K	Hold	175	–	–	0.01%	269
2023 Q3	$10.9K	Hold	175	–	–	0.01%	271
2023 Q2	$10.5K	Hold	175	–	–	0.01%	277
2023 Q1	$9.85K	Hold	175	–	–	0.01%	289
2022 Q4	$10.1K	Hold	175	–	–	0.01%	282
2022 Q3	$11K	Hold	175	–	–	0.01%	278
2022 Q2	$11K	Hold	175	–	–	0.01%	272
2022 Q1	$10K	Hold	175	–	–	﹤0.01%	299
2021 Q4	$11K	Hold	175	–	–	﹤0.01%	318
2021 Q3	$11K	Hold	175	–	–	0.01%	303
2021 Q2	$10K	Buy	+175	New	+$10.8K	﹤0.01%	327

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

West Branch Capital's RBA Position: Q2 2026 in Review

West Branch Capital held its RB Global (RBA) position steady in Q2 2026 at 175 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

West Branch Capital first reported a position in RBA in Q2 2021 and has held it in 21 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

West Branch Capital held 175 shares of RB Global worth $20.4K as of Q2 2026.
West Branch Capital left its RB Global share count unchanged in Q2 2026.
RB Global made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #185 holding.
West Branch Capital first reported a position in RB Global in Q2 2021 and has held it in 21 quarters since.
559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.