B. Riley Wealth Advisors
ARM icon

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
Q3 		$1.68M Buy
5,813
+278
+5% +$75.7K 0.07% 260
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 Sell
7,994
-3,208
-29% -$398K 0.06% 291
2025
Q1 		$1.2M Buy
11,202
+6,273
+127% +$875K 0.04% 447
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

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Arm (ARM) stake by 5% in Q3 2026, buying an estimated $75.7K and bringing the position to 5,813 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #260.

B. Riley Wealth Advisors first reported a position in ARM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.9M in Q2 2026. 664 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • B. Riley Wealth Advisors held 5,813 shares of Arm worth $1.68M as of Q3 2026.
  • B. Riley Wealth Advisors bought 278 Arm shares in Q3 2026, an estimated $75.7K.
  • Arm made up 0.07% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #260 holding.
  • B. Riley Wealth Advisors first reported a position in Arm in Q4 2023 and has held it in 11 quarters since.
  • B. Riley Wealth Advisors's Arm position peaked at $1.9M in Q2 2026.
  • 664 funds tracked by Wall St. Rank held Arm as of Q3 2026.

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