B. Riley Wealth Advisors’s Arm ARM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Buy	5,535 +413	+8%	+$110K	0.1%	190
2026 Q1	$701K	Sell	5,122 -528	-9%	-$64.1K	0.04%	366
2025 Q4	$618K	Sell	5,650 -1,418	-20%	-$206K	0.03%	457
2025 Q3	$1M	Sell	7,068 -926	-12%	-$135K	0.05%	341
2025 Q2	$1.29M	Buy	+7,994	New	+$992K	0.06%	291
2024 Q4	$608K	Buy	4,929 +96	+2%	+$13.5K	0.02%	625
2024 Q3	$683K	Buy	4,833 +337	+7%	+$47.9K	0.02%	622
2024 Q2	$736K	Buy	+4,496	New	+$559K	0.02%	651
2024 Q1	–	Sell	-5,158	Closed	-$388K	–	1454
2023 Q4	$388K	Buy	+5,158	New	+$302K	0.01%	944

Other funds holding ARM

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

B. Riley Wealth Advisors's ARM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Arm (ARM) stake by 8.1% in Q2 2026, buying an estimated $110K and bringing the position to 5,535 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #190.

B. Riley Wealth Advisors first reported a position in ARM in Q4 2023 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

B. Riley Wealth Advisors held 5,535 shares of Arm worth $1.9M as of Q2 2026.
B. Riley Wealth Advisors bought 413 Arm shares in Q2 2026, an estimated $110K.
Arm made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #190 holding.
B. Riley Wealth Advisors first reported a position in Arm in Q4 2023 and has held it in 9 quarters since.
172 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.