B. Riley Wealth Advisors’s Stride LRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,031	Closed	-$749K	–	1114
2025 Q3	$749K	Sell	5,031 -62	-1%	-$9.09K	0.03%	412
2025 Q2	$739K	Buy	+5,093	New	+$737K	0.03%	413
2024 Q4	$377K	Sell	3,626 -1,472	-29%	-$140K	0.01%	784
2024 Q3	$430K	Buy	+5,098	New	+$394K	0.01%	799

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

B. Riley Wealth Advisors's LRN Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Stride (LRN) in Q4 2025, closing a stake of 5,031 shares — an estimated $749K sold.

B. Riley Wealth Advisors first reported a position in LRN in Q3 2024 and held it in 4 quarters. The position peaked at $749K in Q3 2025. 396 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

B. Riley Wealth Advisors reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,031 Stride shares in Q4 2025, an estimated $749K.
B. Riley Wealth Advisors first reported a position in Stride in Q3 2024 and held it in 4 quarters.
B. Riley Wealth Advisors's Stride position peaked at $749K in Q3 2025.
396 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.