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Whipplewood Advisors’s RB Global RBA Stock Holding History

Whipplewood Advisors’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 		$14.2K Sell
122
-78
-39% -$8.21K 0.01% 219
2026
Q1 		$19.2K Buy
200
+197
+6,567% +$20.9K 0.01% 402
2025
Q4 		$309 Buy
+3
New +$305 ﹤0.01% 483
2025
Q3 		– Sell
-456
Closed -$48.4K – 961
2025
Q2 		$48.4K Buy
456
+137
+43% +$14K 0.03% 320
2025
Q1 		$41.5K Sell
319
-92
-22% -$8.78K 0.02% 335
2024
Q4 		$37.1K Buy
+411
New +$36.8K 0.02% 351

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

Whipplewood Advisors's RBA Position: Q2 2026 in Review

Whipplewood Advisors reduced its RB Global (RBA) stake by 39% in Q2 2026, selling an estimated $8.21K and leaving 122 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #219.

Whipplewood Advisors first reported a position in RBA in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.4K in Q2 2025. 556 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Whipplewood Advisors held 122 shares of RB Global worth $14.2K as of Q2 2026.
  • Whipplewood Advisors sold 78 RB Global shares in Q2 2026, an estimated $8.21K.
  • RB Global made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #219 holding.
  • Whipplewood Advisors first reported a position in RB Global in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's RB Global position peaked at $48.4K in Q2 2025.
  • 556 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.