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Wilkerson Advisory Group’s RB Global RBA Stock Holding History

Wilkerson Advisory Group’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 		$2.1K Sell
18
-18
-50% -$1.89K ﹤0.01% 549
2026
Q1 		$3.45K Sell
36
-5
-12% -$530 ﹤0.01% 508
2025
Q4 		$4.22K Buy
+41
New +$4.17K ﹤0.01% 448

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

Wilkerson Advisory Group's RBA Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its RB Global (RBA) stake by 50% in Q2 2026, selling an estimated $1.89K and leaving 18 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Wilkerson Advisory Group first reported a position in RBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.22K in Q4 2025. 557 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • Wilkerson Advisory Group held 18 shares of RB Global worth $2.1K as of Q2 2026.
  • Wilkerson Advisory Group sold 18 RB Global shares in Q2 2026, an estimated $1.89K.
  • RB Global made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #549 holding.
  • Wilkerson Advisory Group first reported a position in RB Global in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's RB Global position peaked at $4.22K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.