B. Riley Wealth Advisors’s Adaptimmune Therapeutics ADAP Stock Holding History

B. Riley Wealth Advisors’s Portfolio ADAP Stock Details ADAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-500,000	Closed	-$65K	–	1026
2025 Q3	$65K	Buy	+500,000	New	+$68.6K	﹤0.01%	989
2023 Q3	–	Sell	-12,060	Closed	-$11.2K	–	1451
2023 Q2	$11.2K	Buy	+12,060	New	+$14.4K	﹤0.01%	1520

Other funds holding ADAP

JAIC

Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

B. Riley Wealth Advisors's ADAP Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Adaptimmune Therapeutics (ADAP) in Q4 2025, closing a stake of 500,000 shares — an estimated $65K sold.

B. Riley Wealth Advisors first reported a position in ADAP in Q2 2023 and held it in 2 quarters. The position peaked at $65K in Q3 2025. 10 funds tracked by Wall St. Rank hold ADAP as of Q4 2025.

B. Riley Wealth Advisors reported no remaining Adaptimmune Therapeutics position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 500,000 Adaptimmune Therapeutics shares in Q4 2025, an estimated $65K.
B. Riley Wealth Advisors first reported a position in Adaptimmune Therapeutics in Q2 2023 and held it in 2 quarters.
B. Riley Wealth Advisors's Adaptimmune Therapeutics position peaked at $65K in Q3 2025.
10 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.