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B. Riley Wealth Advisors’s Dow Inc DOW Stock Holding History

B. Riley Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188K Sell
6,730
-1,583
-19% -$57.5K 0.01% 786
2026
Q1 		$348K Sell
8,313
-668
-7% -$21.2K 0.02% 539
2025
Q4 		$210K Sell
8,981
-2,256
-20% -$51.9K 0.01% 848
2025
Q3 		$258K Sell
11,237
-4,301
-28% -$107K 0.01% 781
2025
Q2 		$411K Buy
+15,538
New +$452K 0.02% 603
2024
Q4 		$2.78M Sell
69,219
-18,535
-21% -$865K 0.09% 217
2024
Q3 		$4.79M Sell
87,754
-22,678
-21% -$1.2M 0.13% 169
2024
Q2 		$5.86M Sell
110,432
-6,821
-6% -$390K 0.15% 140
2024
Q1 		$6.05M Buy
117,253
+4,421
+4% +$244K 0.16% 137
2023
Q4 		$6.19M Sell
112,832
-4,421
-4% -$226K 0.17% 137
2023
Q3 		$6.05M Buy
117,253
+837
+0.7% +$44.9K 0.16% 137
2023
Q2 		$6.2M Buy
116,416
+5,228
+5% +$278K 0.14% 157
2023
Q1 		$6.1M Buy
111,188
+21,576
+24% +$1.21M 0.16% 144
2022
Q4 		$4.52M Buy
89,612
+12,634
+16% +$617K 0.13% 181
2022
Q3 		$3.38M Buy
76,978
+40,913
+113% +$2.07M 0.1% 205
2022
Q2 		$1.86M Sell
36,065
-20,580
-36% -$1.32M 0.08% 261
2022
Q1 		$3.61M Buy
56,645
+4,328
+8% +$261K 0.12% 182
2021
Q4 		$2.97M Sell
52,317
-1,821
-3% -$104K 0.09% 254
2021
Q3 		$3.12M Sell
54,138
-2,894
-5% -$177K 0.1% 235
2021
Q2 		$3.61M Buy
57,032
+30,121
+112% +$1.99M 0.12% 200
2021
Q1 		$1.72M Buy
26,911
+5,120
+23% +$306K 0.06% 346
2020
Q4 		$1.21M Buy
21,791
+2,138
+11% +$110K 0.06% 284
2020
Q3 		$902K Sell
19,653
-5,781
-23% -$260K 0.05% 332
2020
Q2 		$1.04M Sell
25,434
-3,429
-12% -$126K 0.07% 273
2020
Q1 		$845K Buy
28,863
+9,034
+46% +$384K 0.07% 268
2019
Q4 		$1.08M Buy
19,829
+5,265
+36% +$272K 0.09% 231
2019
Q3 		$695K Buy
14,564
+238
+2% +$11.1K 0.07% 301
2019
Q2 		$707K Buy
+14,326
New +$756K 0.08% 269

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Dow Inc (DOW) stake by 19% in Q2 2026, selling an estimated $57.5K and leaving 6,730 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #786.

B. Riley Wealth Advisors first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.2M in Q2 2023. 213 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • B. Riley Wealth Advisors held 6,730 shares of Dow Inc worth $188K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,583 Dow Inc shares in Q2 2026, an estimated $57.5K.
  • Dow Inc made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #786 holding.
  • B. Riley Wealth Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's Dow Inc position peaked at $6.2M in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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