BRWA
AB icon

B. Riley Wealth Advisors’s AllianceBernstein AB Stock Holding History

B. Riley Wealth Advisors’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Buy
75,577
+2,102
+3% +$79.5K 0.14% 147
2026
Q1 		$2.68M Buy
73,475
+2,130
+3% +$83.7K 0.17% 134
2025
Q4 		$2.75M Buy
71,345
+1,448
+2% +$57.4K 0.13% 164
2025
Q3 		$2.67M Sell
69,897
-6,889
-9% -$276K 0.13% 163
2025
Q2 		$3.13M Buy
+76,786
New +$3.01M 0.15% 149
2024
Q4 		$2.48M Buy
66,783
+24,575
+58% +$896K 0.08% 242
2024
Q3 		$1.47M Sell
42,208
-12,063
-22% -$412K 0.04% 394
2024
Q2 		$1.83M Buy
54,271
+43,088
+385% +$1.44M 0.05% 369
2024
Q1 		$339K Sell
11,183
-8,851
-44% -$294K 0.01% 983
2023
Q4 		$622K Buy
20,034
+8,851
+79% +$260K 0.02% 710
2023
Q3 		$339K Buy
11,183
+2,133
+24% +$67.7K 0.01% 983
2023
Q2 		$291K Buy
9,050
+1,443
+19% +$49.4K 0.01% 1136
2023
Q1 		$278K Buy
7,607
+70
+0.9% +$2.64K 0.01% 1110
2022
Q4 		$259K Buy
7,537
+1,077
+17% +$39.9K 0.01% 1112
2022
Q3 		$227K Sell
6,460
-2,875
-31% -$122K 0.01% 1169
2022
Q2 		$389K Sell
9,335
-245
-3% -$10.3K 0.02% 759
2022
Q1 		$451K Buy
9,580
+798
+9% +$37.1K 0.01% 800
2021
Q4 		$429K Buy
8,782
+436
+5% +$22.8K 0.01% 900
2021
Q3 		$414K Sell
8,346
-266
-3% -$13.1K 0.01% 875
2021
Q2 		$401K Sell
8,612
-293
-3% -$12.8K 0.01% 880
2021
Q1 		$357K Buy
+8,905
New +$334K 0.01% 906
2015
Q1 		– Sell
-4,473
Closed -$116 – 592
2014
Q4 		$116 Buy
+4,473
New +$115K ﹤0.01% 1641
2014
Q3 		– Sell
-5,155
Closed -$133K – 671
2014
Q2 		$133K Sell
5,155
-392
-7% -$9.78K 0.03% 605
2014
Q1 		$139K Buy
5,547
+1,013
+22% +$23.7K 0.04% 517
2013
Q4 		$97K Sell
4,534
-791
-15% -$17K 0.03% 555
2013
Q3 		$106K Buy
5,325
+1,850
+53% +$38.3K 0.04% 528
2013
Q2 		$72K Buy
+3,475
New +$82.4K 0.02% 619

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DC
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WPEP
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BWP
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JCFM
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SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return