B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s Artisan Partners APAM Stock Holding History

B. Riley Wealth Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$374K Buy
10,349
+781
+8% +$30.9K 0.01% 651
2026
Q2 		$335K Buy
9,568
+935
+11% +$34.4K 0.02% 585
2026
Q1 		$307K Sell
8,633
-2,274
-21% -$93K 0.02% 581
2025
Q4 		$444K Buy
10,907
+43
+0.4% +$1.84K 0.02% 568
2025
Q3 		$471K Sell
10,864
-908
-8% -$41.8K 0.02% 549
2025
Q2 		$522K Buy
+11,772
New +$470K 0.02% 516
2024
Q2 		– Sell
-5,958
Closed -$223K – 1392
2024
Q1 		$223K Buy
+5,958
New +$256K 0.01% 1206
2023
Q4 		– Sell
-5,958
Closed -$223K – 1392
2023
Q3 		$223K Buy
+5,958
New +$231K 0.01% 1206
2022
Q1 		– Sell
-8,097
Closed -$386K – 1385
2021
Q4 		$386K Buy
8,097
+936
+13% +$44.9K 0.01% 948
2021
Q3 		$351K Buy
7,161
+199
+3% +$10K 0.01% 959
2021
Q2 		$354K Sell
6,962
-3,476
-33% -$183K 0.01% 934
2021
Q1 		$545K Buy
10,438
+2,182
+26% +$111K 0.02% 694
2020
Q4 		$416K Sell
8,256
-1,489
-15% -$67.7K 0.02% 599
2020
Q3 		$371K Buy
+9,745
New +$357K 0.02% 642
2015
Q1 		– Sell
-1,566
Closed -$79K – 645
2014
Q4 		$79K Buy
+1,566
New +$78.1K ﹤0.01% 1845

Other funds holding APAM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

B. Riley Wealth Advisors's APAM Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Artisan Partners (APAM) stake by 8.2% in Q3 2026, buying an estimated $30.9K and bringing the position to 10,349 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #651.

B. Riley Wealth Advisors first reported a position in APAM in Q4 2014 and has held it in 15 quarters since. The position peaked at $545K in Q1 2021. 203 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • B. Riley Wealth Advisors held 10,349 shares of Artisan Partners worth $374K as of Q3 2026.
  • B. Riley Wealth Advisors bought 781 Artisan Partners shares in Q3 2026, an estimated $30.9K.
  • Artisan Partners made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #651 holding.
  • B. Riley Wealth Advisors first reported a position in Artisan Partners in Q4 2014 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's Artisan Partners position peaked at $545K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.