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B. Riley Wealth Advisors’s Lyft LYFT Stock Holding History

B. Riley Wealth Advisors’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Sell
16,800
-101
-0.6% -$1.41K 0.01% 680
2026
Q1 		$214K Sell
16,901
-5,804
-26% -$89.9K 0.01% 699
2025
Q4 		$440K Sell
22,705
-18,605
-45% -$387K 0.02% 574
2025
Q3 		$909K Sell
41,310
-394
-0.9% -$6.59K 0.04% 366
2025
Q2 		$657K Buy
+41,704
New +$584K 0.03% 444
2024
Q4 		$537K Sell
41,603
-4,373
-10% -$64.8K 0.02% 674
2024
Q3 		$585K Buy
45,976
+12,462
+37% +$149K 0.02% 689
2024
Q2 		$473K Buy
33,514
+9,731
+41% +$158K 0.01% 843
2024
Q1 		$251K Buy
23,783
+5,257
+28% +$80.6K 0.01% 1144
2023
Q4 		$278K Sell
18,526
-5,257
-22% -$61.2K 0.01% 1094
2023
Q3 		$251K Sell
23,783
-1,940
-8% -$21.6K 0.01% 1144
2023
Q2 		$247K Sell
25,723
-1,137
-4% -$10.9K 0.01% 1229
2023
Q1 		$249K Buy
26,860
+439
+2% +$5.3K 0.01% 1167
2022
Q4 		$291K Sell
26,421
-5,680
-18% -$68.5K 0.01% 1059
2022
Q3 		$423K Sell
32,101
-1,570
-5% -$24.2K 0.01% 832
2022
Q2 		$447K Sell
33,671
-7,319
-18% -$171K 0.02% 706
2022
Q1 		$1.57M Sell
40,990
-3,129
-7% -$123K 0.05% 349
2021
Q4 		$1.89M Sell
44,119
-7,408
-14% -$347K 0.05% 371
2021
Q3 		$2.77M Buy
51,527
+484
+0.9% +$25.7K 0.09% 262
2021
Q2 		$3.09M Buy
51,043
+1,065
+2% +$61.3K 0.1% 239
2021
Q1 		$3.16M Buy
49,978
+5,319
+12% +$297K 0.11% 208
2020
Q4 		$2.19M Sell
44,659
-1,858
-4% -$67.6K 0.12% 189
2020
Q3 		$1.32M Buy
46,517
+21,193
+84% +$630K 0.07% 267
2020
Q2 		$837K Buy
25,324
+3,609
+17% +$114K 0.06% 317
2020
Q1 		$584K Buy
21,715
+6,047
+39% +$240K 0.05% 352
2019
Q4 		$675K Buy
15,668
+3,196
+26% +$140K 0.06% 333
2019
Q3 		$510K Buy
+12,472
New +$681K 0.05% 403

Other funds holding LYFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Lyft (LYFT) stake by 0.6% in Q2 2026, selling an estimated $1.41K and leaving 16,800 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #680.

B. Riley Wealth Advisors first reported a position in LYFT in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q1 2021. 72 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • B. Riley Wealth Advisors held 16,800 shares of Lyft worth $256K as of Q2 2026.
  • B. Riley Wealth Advisors sold 101 Lyft shares in Q2 2026, an estimated $1.41K.
  • Lyft made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #680 holding.
  • B. Riley Wealth Advisors first reported a position in Lyft in Q3 2019 and has held it in 27 quarters since.
  • B. Riley Wealth Advisors's Lyft position peaked at $3.16M in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

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