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B. Riley Wealth Advisors’s Goldman Sachs GS Stock Holding History

B. Riley Wealth Advisors’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.16M Buy
8,975
+161
+2% +$157K 0.49% 40
2026
Q1 		$7.12M Buy
8,814
+478
+6% +$426K 0.45% 47
2025
Q4 		$7.33M Buy
8,336
+350
+4% +$286K 0.34% 61
2025
Q3 		$6.36M Sell
7,986
-2,397
-23% -$1.78M 0.29% 67
2025
Q2 		$7.35M Buy
+10,383
New +$6.02M 0.34% 56
2024
Q4 		$6.16M Sell
10,761
-2,471
-19% -$1.38M 0.2% 112
2024
Q3 		$6.53M Sell
13,232
-5,193
-28% -$2.54M 0.18% 126
2024
Q2 		$8.33M Sell
18,425
-2,758
-13% -$1.21M 0.21% 96
2024
Q1 		$6.85M Buy
21,183
+3,139
+17% +$1.22M 0.19% 123
2023
Q4 		$6.96M Sell
18,044
-3,139
-15% -$1.05M 0.19% 121
2023
Q3 		$6.85M Buy
21,183
+3,393
+19% +$1.13M 0.19% 123
2023
Q2 		$5.74M Buy
17,790
+2,977
+20% +$979K 0.13% 165
2023
Q1 		$4.85M Buy
14,813
+881
+6% +$307K 0.13% 179
2022
Q4 		$4.78M Sell
13,932
-223
-2% -$77.6K 0.13% 173
2022
Q3 		$4.15M Buy
14,155
+3,827
+37% +$1.24M 0.13% 171
2022
Q2 		$3.07M Sell
10,328
-88
-0.8% -$27.4K 0.13% 163
2022
Q1 		$3.44M Sell
10,416
-73
-0.7% -$25.8K 0.11% 192
2021
Q4 		$4.01M Buy
10,489
+2,247
+27% +$890K 0.12% 190
2021
Q3 		$3.12M Buy
8,242
+1,444
+21% +$564K 0.1% 236
2021
Q2 		$2.57M Sell
6,798
-2,283
-25% -$817K 0.08% 278
2021
Q1 		$2.95M Buy
9,081
+4,186
+86% +$1.3M 0.1% 216
2020
Q4 		$1.29M Sell
4,895
-419
-8% -$93.3K 0.07% 271
2020
Q3 		$1.07M Buy
5,314
+357
+7% +$72.6K 0.06% 299
2020
Q2 		$980K Buy
4,957
+98
+2% +$18.4K 0.07% 283
2020
Q1 		$752K Buy
4,859
+2,751
+131% +$584K 0.06% 289
2019
Q4 		$485K Sell
2,108
-1,730
-45% -$375K 0.04% 445
2019
Q3 		$796K Buy
3,838
+1,068
+39% +$223K 0.08% 266
2019
Q2 		$567K Sell
2,770
-913
-25% -$181K 0.06% 332
2019
Q1 		$707K Sell
3,683
-1,302
-26% -$251K 0.09% 246
2018
Q4 		$833K Sell
4,985
-1,708
-26% -$345K 0.12% 183
2018
Q3 		$1.5M Buy
6,693
+834
+14% +$194K 0.18% 134
2018
Q2 		$1.29M Buy
5,859
+1,276
+28% +$304K 0.17% 145
2018
Q1 		$1.16M Sell
4,583
-398
-8% -$104K 0.16% 147
2017
Q4 		$1.27M Buy
4,981
+578
+13% +$142K 0.17% 148
2017
Q3 		$1.04M Buy
4,403
+905
+26% +$204K 0.17% 140
2017
Q2 		$777K Buy
3,498
+1,441
+70% +$320K 0.14% 181
2017
Q1 		$473K Buy
2,057
+1,075
+109% +$260K 0.09% 240
2016
Q4 		$236K Sell
982
-384
-28% -$78K 0.05% 406
2016
Q3 		$221K Sell
1,366
-250
-15% -$40.6K 0.04% 505
2016
Q2 		$240K Sell
1,616
-273
-14% -$42.6K 0.05% 476
2016
Q1 		$297K Sell
1,889
-64
-3% -$9.9K 0.07% 358
2015
Q4 		$352K Sell
1,953
-8
-0.4% -$1.49K 0.07% 317
2015
Q3 		$342K Buy
1,961
+738
+60% +$145K 0.08% 312
2015
Q2 		$257K Sell
1,223
-692
-36% -$141K 0.06% 380
2015
Q1 		$360K Sell
1,915
-1,042
-35% -$194K 0.09% 301
2014
Q4 		$2.66K Buy
2,957
+2,194
+288% +$412K 0.06% 449
2014
Q3 		$322K Sell
763
-6,267
-89% -$1.1M 0.08% 337
2014
Q2 		$587K Buy
7,030
+2,042
+41% +$330K 0.14% 169
2014
Q1 		$817K Buy
4,988
+2,830
+131% +$476K 0.25% 97
2013
Q4 		$382K Sell
2,158
-101
-4% -$16.7K 0.12% 191
2013
Q3 		$357K Sell
2,259
-139
-6% -$22.4K 0.12% 190
2013
Q2 		$363K Buy
+2,398
New +$366K 0.12% 191

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Goldman Sachs (GS) stake by 1.8% in Q2 2026, buying an estimated $157K and bringing the position to 8,975 shares worth $9.16M. The position accounts for 0.49% of the portfolio, ranked #40.

B. Riley Wealth Advisors first reported a position in GS in Q2 2013 and has held it in 52 quarters since. 1,104 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • B. Riley Wealth Advisors held 8,975 shares of Goldman Sachs worth $9.16M as of Q2 2026.
  • B. Riley Wealth Advisors bought 161 Goldman Sachs shares in Q2 2026, an estimated $157K.
  • Goldman Sachs made up 0.49% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • B. Riley Wealth Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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