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B. Riley Wealth Advisors’s Nasdaq NDAQ Stock Holding History

B. Riley Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,512
Closed -$210K – 984
2026
Q1 		$210K Sell
2,512
-432
-15% -$38.7K 0.01% 709
2025
Q4 		$286K Sell
2,944
-470
-14% -$42.3K 0.01% 729
2025
Q3 		$302K Sell
3,414
-835
-20% -$77.3K 0.01% 726
2025
Q2 		$380K Buy
+4,249
New +$339K 0.02% 624
2024
Q4 		$356K Sell
4,611
-211
-4% -$16.3K 0.01% 804
2024
Q3 		$352K Sell
4,822
-5
-0.1% -$341 0.01% 879
2024
Q2 		$291K Buy
+4,827
New +$292K 0.01% 1041
2024
Q1 		– Sell
-4,939
Closed -$287K – 1494
2023
Q4 		$287K Buy
+4,939
New +$260K 0.01% 1071
2017
Q3 		– Sell
-10,116
Closed -$242K – 574
2017
Q2 		$242K Sell
10,116
-33
-0.3% -$759 0.04% 430
2017
Q1 		$235K Sell
10,149
-399
-4% -$9.26K 0.05% 421
2016
Q4 		$236K Sell
10,548
-84
-0.8% -$1.85K 0.05% 407
2016
Q3 		$240K Sell
10,632
-27
-0.3% -$624 0.05% 479
2016
Q2 		$230K Sell
10,659
-237
-2% -$5.07K 0.05% 497
2016
Q1 		$241K Buy
+10,896
New +$224K 0.06% 412
2014
Q3 		– Sell
-1,200
Closed -$15.4K – 1430
2014
Q2 		$15.4K Buy
+1,200
New +$14.7K ﹤0.01% 1591

Other funds holding NDAQ

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 2,512 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in NDAQ in Q2 2014 and held it in 15 quarters. The position peaked at $380K in Q2 2025. 158 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,512 Nasdaq shares in Q2 2026, an estimated $210K.
  • B. Riley Wealth Advisors first reported a position in Nasdaq in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Nasdaq position peaked at $380K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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