Back to STT-PG
B. Riley Wealth Advisors, Inc. → STT-PG
B. Riley Wealth Advisors, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
159
Latest value
$3.6M
Q3 2026
Peak value
$47.1M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $439K |
| Q1 2025 | $942K |
| Q1 2025 | $918K |
| Q1 2025 | $938K |
| Q1 2025 | $1.1M |
| Q1 2025 | $1.9M |
| Q1 2025 | $276K |
| Q1 2025 | $1M |
| Q1 2025 | $3.7M |
| Q1 2025 | $287K |
| Q1 2025 | $654K |
| Q1 2025 | $487K |
| Q1 2025 | $401K |
| Q1 2025 | $859K |
| Q1 2025 | $267K |
| Q1 2025 | $318K |
| Q1 2025 | $743K |
| Q1 2025 | $30.4M |
| Q1 2025 | $288K |
| Q1 2025 | $329K |
| Q1 2025 | $234K |
| Q1 2025 | $413K |
| Q1 2025 | $410K |
| Q1 2025 | $8.4M |
| Q1 2025 | $3.2M |
| Q1 2025 | $4.8M |
| Q1 2025 | $10.4M |
| Q1 2025 | $9.3M |
| Q1 2025 | $9.3M |
| Q1 2025 | $661K |
| Q1 2025 | $2.7M |
| Q1 2025 | $475K |
| Q1 2025 | $11.1M |
| Q3 2025 | $1M |
| Q3 2025 | $214K |
| Q3 2025 | $3M |
| Q3 2025 | $236K |
| Q3 2025 | $972K |
| Q3 2025 | $381K |
| Q3 2025 | $1M |
| Q3 2025 | $504K |
| Q3 2025 | $125K |
| Q3 2025 | $140K |
| Q3 2025 | $340K |
| Q3 2025 | $654K |
| Q3 2025 | $758K |
| Q3 2025 | $417K |
| Q3 2025 | $36.4M |
| Q3 2025 | $212K |
| Q3 2025 | $250K |
| Q3 2025 | $304K |
| Q3 2025 | $1.3M |
| Q3 2025 | $3.4M |
| Q3 2025 | $4M |
| Q3 2025 | $3.5M |
| Q3 2025 | $2.9M |
| Q3 2025 | $9.6M |
| Q3 2025 | $5.8M |
| Q3 2025 | $210K |
| Q3 2025 | $3.9M |
| Q4 2025 | $1.1M |
| Q4 2025 | $208K |
| Q4 2025 | $2.9M |
| Q4 2025 | $243K |
| Q4 2025 | $999K |
| Q4 2025 | $374K |
| Q4 2025 | $1M |
| Q4 2025 | $469K |
| Q4 2025 | $510K |
| Q4 2025 | $337K |
| Q4 2025 | $661K |
| Q4 2025 | $978K |
| Q4 2025 | $284K |
| Q4 2025 | $37.5M |
| Q4 2025 | $252K |
| Q4 2025 | $343K |
| Q4 2025 | $2.6M |
| Q4 2025 | $4.2M |
| Q4 2025 | $3.4M |
| Q4 2025 | $3.1M |
| Q4 2025 | $2.9M |
| Q4 2025 | $10.9M |
| Q4 2025 | $6M |
| Q4 2025 | $215K |
| Q4 2025 | $4M |
| Q1 2026 | $1.1M |
| Q1 2026 | $204K |
| Q1 2026 | $313K |
| Q1 2026 | $239K |
| Q1 2026 | $1M |
| Q1 2026 | $1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $428K |
| Q1 2026 | $316K |
| Q1 2026 | $418K |
| Q1 2026 | $649K |
| Q1 2026 | $1.4M |
| Q1 2026 | $278K |
| Q1 2026 | $8.9M |
| Q1 2026 | $242K |
| Q1 2026 | $829K |
| Q1 2026 | $770K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $32K |
| Q1 2026 | $2.4M |
| Q1 2026 | $2.3M |
| Q1 2026 | $11.5M |
| Q1 2026 | $1.8M |
| Q1 2026 | $4.7M |
| Q2 2026 | $1.2M |
| Q2 2026 | $211K |
| Q2 2026 | $2.8M |
| Q2 2026 | $262K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q2 2026 | $483K |
| Q2 2026 | $321K |
| Q2 2026 | $420K |
| Q2 2026 | $648K |
| Q2 2026 | $285K |
| Q2 2026 | $8.6M |
| Q2 2026 | $349K |
| Q2 2026 | $255K |
| Q2 2026 | $422K |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.8M |
| Q2 2026 | $1.3M |
| Q2 2026 | $28K |
| Q2 2026 | $2.9M |
| Q2 2026 | $3.3M |
| Q2 2026 | $18.8M |
| Q2 2026 | $37K |
| Q2 2026 | $1.8M |
| Q2 2026 | $3.3M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $216K |
| Q3 2026 | $2.1M |
| Q3 2026 | $252K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $275K |
| Q3 2026 | $435K |
| Q3 2026 | $356K |
| Q3 2026 | $1M |
| Q3 2026 | $47.1M |
| Q3 2026 | $235K |
| Q3 2026 | $370K |
| Q3 2026 | $1.7M |
| Q3 2026 | $2.5M |
| Q3 2026 | $5M |
| Q3 2026 | $5M |
| Q3 2026 | $2.2M |
| Q3 2026 | $20.5M |
| Q3 2026 | $2.5M |
| Q3 2026 | $234K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 90.7K | — | — |
| Q3 2026 | $234K | 5.7K | — | — |
| Q3 2026 | $2.5M | 22.6K | — | — |
| Q3 2026 | $20.5M | 104.8K | — | — |
| Q3 2026 | $2.2M | 13.5K | — | — |
| Q3 2026 | $5M | 93.7K | — | — |
| Q3 2026 | $5M | 81.5K | — | — |
| Q3 2026 | $2.5M | 23.3K | — | — |
| Q3 2026 | $1.7M | 10.4K | — | — |
| Q3 2026 | $370K | 7.6K | — | — |
| Q3 2026 | $235K | 1.2K | — | — |
| Q3 2026 | $47.1M | 513.9K | — | — |
| Q3 2026 | $1M | 42.8K | — | — |
| Q3 2026 | $356K | 12.4K | — | — |
| Q3 2026 | $435K | 10.8K | — | — |
| Q3 2026 | $275K | 520 | — | — |
| Q3 2026 | $1.2M | 8.3K | — | — |
| Q3 2026 | $1.2M | 48.6K | — | — |
| Q3 2026 | $252K | 4.1K | — | — |
| Q3 2026 | $2.1M | 17.5K | — | — |
| Q3 2026 | $216K | 4.7K | — | — |
| Q3 2026 | $1.4M | 18.8K | — | — |
| Q3 2026 | $1.2M | 11.8K | — | — |
| Q2 2026 | $3.3M | 71.6K | — | — |
| Q2 2026 | $1.8M | 16.8K | — | — |
| Q2 2026 | $37K | 200 | — | — |
| Q2 2026 | $18.8M | 101.5K | — | — |
| Q2 2026 | $3.3M | 18.3K | — | — |
| Q2 2026 | $2.9M | 53.7K | — | — |
| Q2 2026 | $28K | 528 | — | — |
| Q2 2026 | $1.3M | 24.6K | — | — |
| Q2 2026 | $2.8M | 23.6K | — | — |
| Q2 2026 | $1.2M | 7.3K | — | — |
| Q2 2026 | $422K | 8.3K | — | — |
| Q2 2026 | $255K | 1.4K | — | — |
| Q2 2026 | $349K | 7.6K | — | — |
| Q2 2026 | $8.6M | 94.4K | — | — |
| Q2 2026 | $285K | 3.0K | — | — |
| Q2 2026 | $648K | 25.9K | — | — |
| Q2 2026 | $420K | 14.5K | — | — |
| Q2 2026 | $321K | 8.0K | — | — |
| Q2 2026 | $483K | 5.5K | — | — |
| Q2 2026 | $1.2M | 7.6K | — | — |
| Q2 2026 | $1.2M | 43.5K | — | — |
| Q2 2026 | $262K | 4.3K | — | — |
| Q2 2026 | $2.8M | 23.5K | — | — |
| Q2 2026 | $211K | 4.6K | — | — |
| Q2 2026 | $1.2M | 12.0K | — | — |
| Q1 2026 | $4.7M | 103.3K | — | — |
| Q1 2026 | $1.8M | 16.3K | — | — |
| Q1 2026 | $11.5M | 90.6K | — | — |
| Q1 2026 | $2.3M | 14.6K | — | — |
| Q1 2026 | $2.4M | 48.7K | — | — |
| Q1 2026 | $32K | 52.4K | — | — |
| Q1 2026 | $1.3M | 20.2K | — | — |
| Q1 2026 | $2.5M | 23.9K | — | — |
| Q1 2026 | $1.2M | 8.5K | — | — |
| Q1 2026 | $770K | 15.7K | — | — |
| Q1 2026 | $829K | 29.3K | — | — |
| Q1 2026 | $242K | 1.4K | — | — |
| Q1 2026 | $8.9M | 97.2K | — | — |
| Q1 2026 | $278K | 2.9K | — | — |
| Q1 2026 | $1.4M | 7.3K | — | — |
| Q1 2026 | $649K | 26.2K | — | — |
| Q1 2026 | $418K | 14.3K | — | — |
| Q1 2026 | $316K | 7.9K | — | — |
| Q1 2026 | $428K | 5.8K | — | — |
| Q1 2026 | $1.1M | 7.4K | — | — |
| Q1 2026 | $1M | 39.1K | — | — |
| Q1 2026 | $1M | 5.7K | — | — |
| Q1 2026 | $239K | 4.3K | — | — |
| Q1 2026 | $313K | 3.3K | — | — |
| Q1 2026 | $204K | 4.6K | — | — |
| Q1 2026 | $1.1M | 11.8K | — | — |
| Q4 2025 | $4M | 93.7K | — | — |
| Q4 2025 | $215K | 5.3K | — | — |
| Q4 2025 | $6M | 51.1K | — | — |
| Q4 2025 | $10.9M | 75.9K | — | — |
| Q4 2025 | $2.9M | 18.5K | — | — |
| Q4 2025 | $3.1M | 57.3K | — | — |
| Q4 2025 | $3.4M | 76.9K | — | — |
| Q4 2025 | $4.2M | 35.5K | — | — |
| Q4 2025 | $2.6M | 16.6K | — | — |
| Q4 2025 | $343K | 7.6K | — | — |
| Q4 2025 | $252K | 1.4K | — | — |
| Q4 2025 | $37.5M | 410.1K | — | — |
| Q4 2025 | $284K | 2.9K | — | — |
| Q4 2025 | $978K | 38.6K | — | — |
| Q4 2025 | $661K | 22.6K | — | — |
| Q4 2025 | $337K | 8.2K | — | — |
| Q4 2025 | $510K | 5.0K | — | — |
| Q4 2025 | $469K | 5.8K | — | — |
| Q4 2025 | $1M | 7.3K | — | — |
| Q4 2025 | $374K | 13.0K | — | — |
| Q4 2025 | $999K | 37.7K | — | — |
| Q4 2025 | $243K | 4.3K | — | — |
| Q4 2025 | $2.9M | 27.4K | — | — |
| Q4 2025 | $208K | 4.7K | — | — |
| Q4 2025 | $1.1M | 11.8K | — | — |
| Q3 2025 | $3.9M | 45.1K | — | — |
| Q3 2025 | $210K | 5.0K | — | — |
| Q3 2025 | $5.8M | 48.9K | — | — |
| Q3 2025 | $9.6M | 34.0K | — | — |
| Q3 2025 | $2.9M | 19.0K | — | — |
| Q3 2025 | $3.5M | 64.2K | — | — |
| Q3 2025 | $4M | 44.3K | — | — |
| Q3 2025 | $3.4M | 14.0K | — | — |
| Q3 2025 | $1.3M | 9.1K | — | — |
| Q3 2025 | $304K | 3.4K | — | — |
| Q3 2025 | $250K | 1.5K | — | — |
| Q3 2025 | $212K | 4.8K | — | — |
| Q3 2025 | $36.4M | 396.5K | — | — |
| Q3 2025 | $417K | 4.3K | — | — |
| Q3 2025 | $758K | 29.6K | — | — |
| Q3 2025 | $654K | 22.3K | — | — |
| Q3 2025 | $340K | 8.2K | — | — |
| Q3 2025 | $140K | 140.0K | — | — |
| Q3 2025 | $125K | 1.3K | — | — |
| Q3 2025 | $504K | 6.4K | — | — |
| Q3 2025 | $1M | 7.5K | — | — |
| Q3 2025 | $381K | 13.2K | — | — |
| Q3 2025 | $972K | 36.0K | — | — |
| Q3 2025 | $236K | 4.3K | — | — |
| Q3 2025 | $3M | 29.0K | — | — |
| Q3 2025 | $214K | 5.0K | — | — |
| Q3 2025 | $1M | 11.8K | — | — |
| Q1 2025 | $11.1M | 140.8K | — | — |
| Q1 2025 | $475K | 11.4K | — | — |
| Q1 2025 | $2.7M | 28.3K | — | — |
| Q1 2025 | $661K | 3.2K | — | — |
| Q1 2025 | $9.3M | 44.9K | — | — |
| Q1 2025 | $9.3M | 70.8K | — | — |
| Q1 2025 | $10.4M | 209.8K | — | — |
| Q1 2025 | $4.8M | 51.3K | — | — |
| Q1 2025 | $3.2M | 16.3K | — | — |
| Q1 2025 | $8.4M | 57.8K | — | — |
| Q1 2025 | $410K | 4.8K | — | — |
| Q1 2025 | $413K | 14.7K | — | — |
| Q1 2025 | $234K | 1.5K | — | — |
| Q1 2025 | $329K | 7.4K | — | — |
| Q1 2025 | $288K | 6.4K | — | — |
| Q1 2025 | $30.4M | 331.1K | — | — |
| Q1 2025 | $743K | 7.8K | — | — |
| Q1 2025 | $318K | 13.6K | — | — |
| Q1 2025 | $267K | 2.0K | — | — |
| Q1 2025 | $859K | 29.4K | — | — |
| Q1 2025 | $401K | 9.7K | — | — |
| Q1 2025 | $487K | 6.0K | — | — |
| Q1 2025 | $654K | 8.1K | — | — |
| Q1 2025 | $287K | 1.4K | — | — |
| Q1 2025 | $3.7M | 56.6K | — | — |
| Q1 2025 | $1M | 20.3K | — | — |
| Q1 2025 | $276K | 3.5K | — | — |
| Q1 2025 | $1.9M | 13.8K | — | — |
| Q1 2025 | $1.1M | 40.4K | — | — |
| Q1 2025 | $938K | 18.4K | — | — |
| Q1 2025 | $918K | 11.4K | — | — |
| Q1 2025 | $942K | 11.9K | — | — |
| Q1 2025 | $439K | 8.1K | — | — |