B. Riley Wealth Advisors’s LandBridge Co LB Stock Holding History

B. Riley Wealth Advisors’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Buy	5,621 +400	+8%	+$27.5K	0.02%	539
2026 Q1	$355K	Sell	5,221 -700	-12%	-$44.5K	0.02%	531
2025 Q4	$290K	Buy	5,921 +1,400	+31%	+$81.4K	0.01%	723
2025 Q3	$241K	Buy	4,521 +1,001	+28%	+$55.2K	0.01%	814
2025 Q2	$238K	Buy	+3,520	New	+$254K	0.01%	805
2024 Q4	$218K	Buy	+3,370	New	+$202K	0.01%	1005

Other funds holding LB

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Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return