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James T. Borello RIA’s RB Global RBA Stock Holding History

James T. Borello RIA’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
Q3 		– Sell
-27
Closed -$3.14K – 1322
2026
Q2 		$3.14K Hold
27
– – ﹤0.01% 877
2026
Q1 		$2.59K Buy
27
+1
+4% +$106 ﹤0.01% 884
2025
Q4 		$2.68K Buy
26
+15
+136% +$1.52K ﹤0.01% 718
2025
Q3 		$1.19K Buy
+11
New +$1.23K ﹤0.01% 790

Other funds holding RBA

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Henry H. Armstrong Associates
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

James T. Borello RIA's RBA Position: Q3 2026 in Review

James T. Borello RIA sold out of RB Global (RBA) in Q3 2026, closing a stake of 27 shares — an estimated $3.14K sold.

James T. Borello RIA first reported a position in RBA in Q3 2025 and held it in 4 quarters. The position peaked at $3.14K in Q2 2026. 61 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

  • James T. Borello RIA reported no remaining RB Global position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 27 RB Global shares in Q3 2026, an estimated $3.14K.
  • James T. Borello RIA first reported a position in RB Global in Q3 2025 and held it in 4 quarters.
  • James T. Borello RIA's RB Global position peaked at $3.14K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.