KLEIN PAVLIS & PEASLEY FINANCIAL, INC. RBA — RB GLOBAL INC

Ownership history in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.  ·  9 quarters on record

AI Ownership Summary

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported RB GLOBAL INC (RBA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.51% in 2025 Q1. The latest visible filing shows RBA at 2.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s position in RB GLOBAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RBA was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.51% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RBA stock page KLEIN PAVLIS & PEASLEY FINANCIAL, INC. fund profile KLEIN PAVLIS & PEASLEY FINANCIAL, INC. full holdings
How KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held RBA — position size vs. price
% of Fund (quarterly)    RBA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,035 +2,318 +5.1% 2.55% $4.6M 2026-04-23 $106.22
2025 Q4 ADDED — — — 45,717 +2,859 +6.7% 2.77% $4.7M 2026-01-14 $110.87
2025 Q3 REDUCED 9.2% -2.5% ✅ 42,858 -4,348 -9.2% 2.85% $4.6M 2025-10-28 $103.22
2025 Q2 REDUCED — — — 47,206 -1,328 -2.7% 3.34% $5.0M 2025-07-17 $110.35
2025 Q1 ADDED — — — 48,534 +3,171 +7.0% 3.51% $4.9M 2025-05-09 $105.65
2024 Q4 ADDED — — — 45,363 +667 +1.5% 3.31% $4.1M 2025-01-27 $90.80
2024 Q3 ADDED — — — 44,696 +872 +2.0% 2.88% $3.6M 2024-10-24 $83.87
2024 Q2 ADDED — — — 43,824 +21,310 +94.7% 2.97% $3.3M 2024-07-26 $78.22
2024 Q1 INITIATED — — — 22,514 — — 1.55% $1.7M 2024-05-07 $70.76

🏢 Other funds also holding RBA

As of 2026 Q1 — sorted by position size

CIDEL ASSET MANAGEMENT INC 3Y 7Y 3.13% RIVERBRIDGE PARTNERS LLC 3Y 7Y 2.99% QV Investors Inc. 3Y 7Y 2.38% BW Gestao de Investimentos Ltda. 3Y 7Y 2.31% Kampmann Melissa S. 1.94% Canoe Financial LP 3Y 1.79% K.J. Harrison & Partners Inc 3Y 7Y 1.4% Oliver Luxxe Assets LLC 3Y 7Y 0.63% Lester Murray Antman dba SimplyRich 3Y 7Y 0.53% MEMBERS WEALTH LLC 0.4%

FAQ About KLEIN PAVLIS & PEASLEY FINANCIAL, INC. and RBA

These are the practical questions this page is built to answer before you even open the full history table.

How long has KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported owning RBA?

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported RBA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RBA position in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for RBA was 3.51% in 2025 Q1.

What is the latest reported RBA position on this page?

The most recent filing on this page is 2026 Q1, when KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported 48,035 shares, equal to 2.55% of portfolio, with an estimated market value of $4.6M.

What does the chart on this RBA ownership page compare?

The chart compares KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s quarterly RBA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KLEIN PAVLIS & PEASLEY FINANCIAL, INC. time their RBA position?

Based on 13F filing dates vs. subsequent RBA price moves, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. correctly timed 6 out of 8 reported position changes (75%).

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