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WoodTrust Financial’s RB Global RBA Stock Holding History

WoodTrust Financial’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 		$2.05M Hold
17,570
– – 0.24% 60
2026
Q1 		$1.68M Sell
17,570
-12,860
-42% -$1.36M 0.22% 61
2025
Q4 		$3.13M Sell
30,430
-1,075
-3% -$109K 0.37% 44
2025
Q3 		$3.41M Sell
31,505
-900
-3% -$101K 0.41% 43
2025
Q2 		$3.44M Hold
32,405
– – 0.44% 39
2025
Q1 		$3.25M Sell
32,405
-249
-0.8% -$23.8K 0.46% 41
2024
Q4 		$2.95M Hold
32,654
– – 0.41% 43
2024
Q3 		$2.63M Hold
32,654
– – 0.37% 48
2024
Q2 		$2.49M Sell
32,654
-250
-0.8% -$18.7K 0.39% 49
2024
Q1 		$2.51M Buy
32,904
+499
+2% +$34.9K 0.4% 49
2023
Q4 		$2.17M Sell
32,405
-250
-0.8% -$16.1K 0.37% 50
2023
Q3 		$2.04M Hold
32,655
– – 0.39% 47
2023
Q2 		$1.96M Buy
32,655
+5,955
+22% +$336K 0.36% 50
2023
Q1 		$1.5M Buy
26,700
+2,500
+10% +$147K 0.29% 58
2022
Q4 		$1.4M Hold
24,200
– – 0.29% 59
2022
Q3 		$1.51M Hold
24,200
– – 0.34% 51
2022
Q2 		$1.57M Buy
24,200
+250
+1% +$14.7K 0.35% 48
2022
Q1 		$1.41M Buy
23,950
+3,650
+18% +$214K 0.29% 58
2021
Q4 		$1.24M Buy
20,300
+4,100
+25% +$274K 0.26% 55
2021
Q3 		$999K Buy
16,200
+10,500
+184% +$641K 0.23% 54
2021
Q2 		$338K Buy
5,700
+1,750
+44% +$108K 0.09% 93
2021
Q1 		$231K Sell
3,950
-200
-5% -$11.7K 0.07% 86
2020
Q4 		$289K Hold
4,150
– – 0.09% 74
2020
Q3 		$246K Buy
+4,150
New +$219K 0.09% 86

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

WoodTrust Financial's RBA Position: Q2 2026 in Review

WoodTrust Financial held its RB Global (RBA) position steady in Q2 2026 at 17,570 shares worth $2.05M. The position accounts for 0.24% of the portfolio, ranked #60.

WoodTrust Financial first reported a position in RBA in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.44M in Q2 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

  • WoodTrust Financial held 17,570 shares of RB Global worth $2.05M as of Q2 2026.
  • WoodTrust Financial left its RB Global share count unchanged in Q2 2026.
  • RB Global made up 0.24% of WoodTrust Financial's portfolio in Q2 2026, its #60 holding.
  • WoodTrust Financial first reported a position in RB Global in Q3 2020 and has held it in 24 quarters since.
  • WoodTrust Financial's RB Global position peaked at $3.44M in Q2 2025.
  • 559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.