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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
2025
Q4 		– Sell
-10,000
Closed -$79.6K – 1083
2025
Q3 		$79.6K Buy
10,000
+9,900
+9,900% +$7.34M ﹤0.01% 977
2025
Q2 		$70.8K Buy
+100
New +$57.9K ﹤0.01% 979
2015
Q1 		– Sell
-3,500
Closed -$22 – 1149
2014
Q4 		$22 Buy
+3,500
New +$658K ﹤0.01% 2495

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. 1,118 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.
  • 1,118 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.