B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s Flex FLEX Stock Holding History

B. Riley Wealth Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$369K Sell
3,355
-305
-8% -$36.1K 0.01% 657
2026
Q2 		$584K Buy
3,660
+169
+5% +$20.5K 0.03% 428
2026
Q1 		$211K Sell
3,491
-102
-3% -$6.52K 0.01% 704
2025
Q4 		$217K Sell
3,593
-273
-7% -$16.9K 0.01% 834
2025
Q3 		$224K Buy
+3,866
New +$205K 0.01% 848
2024
Q2 		– Sell
-9,299
Closed -$251K – 1468
2024
Q1 		$251K Sell
9,299
-2,416
-21% -$63.4K 0.01% 1142
2023
Q4 		$269K Sell
11,715
-625
-5% -$12.5K 0.01% 1107
2023
Q3 		$251K Buy
+12,340
New +$250K 0.01% 1142
2015
Q1 		– Sell
-2,759
Closed -$23K – 1059
2014
Q4 		$23K Buy
+2,759
New +$21.8K ﹤0.01% 2479
2014
Q3 		– Sell
-5,519
Closed -$46K – 1088
2014
Q2 		$46K Buy
+5,519
New +$41.6K 0.01% 1068

Other funds holding FLEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Flex (FLEX) stake by 8.3% in Q3 2026, selling an estimated $36.1K and leaving 3,355 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #657.

B. Riley Wealth Advisors first reported a position in FLEX in Q2 2014 and has held it in 10 quarters since. The position peaked at $584K in Q2 2026. 475 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • B. Riley Wealth Advisors held 3,355 shares of Flex worth $369K as of Q3 2026.
  • B. Riley Wealth Advisors sold 305 Flex shares in Q3 2026, an estimated $36.1K.
  • Flex made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #657 holding.
  • B. Riley Wealth Advisors first reported a position in Flex in Q2 2014 and has held it in 10 quarters since.
  • B. Riley Wealth Advisors's Flex position peaked at $584K in Q2 2026.
  • 475 funds tracked by Wall St. Rank held Flex as of Q3 2026.

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