BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s RB Global RBA Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	-57	Closed	-$6.63K	–	2349
2026 Q2	$6.63K	Hold	57	–	–	﹤0.01%	1698
2026 Q1	$5.44K	Hold	57	–	–	﹤0.01%	1819
2025 Q4	$5.82K	Buy	57 +1	+2%	+$102	﹤0.01%	1836
2025 Q3	$6.12K	Hold	56	–	–	﹤0.01%	1761
2025 Q2	$5.98K	Hold	56	–	–	﹤0.01%	1716
2025 Q1	$5.63K	Hold	56	–	–	﹤0.01%	1719
2024 Q4	$5.05K	Hold	56	–	–	﹤0.01%	1694
2024 Q3	$4.49K	Buy	+56	New	+$4.54K	﹤0.01%	1773

Other funds holding RBA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s RBA Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of RB Global (RBA) in Q3 2026, closing a stake of 57 shares — an estimated $6.63K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in RBA in Q3 2024 and held it in 8 quarters. The position peaked at $6.63K in Q2 2026. 432 funds tracked by Wall St. Rank hold RBA as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining RB Global position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 57 RB Global shares in Q3 2026, an estimated $6.63K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in RB Global in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s RB Global position peaked at $6.63K in Q2 2026.
432 funds tracked by Wall St. Rank held RB Global as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.