BRWA
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B. Riley Wealth Advisors’s OR Royalties Inc OR Stock Holding History

B. Riley Wealth Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$749K Sell
23,409
-369
-2% -$13.6K 0.04% 374
2026
Q1 		$838K Sell
23,778
-1,163
-5% -$47.8K 0.05% 320
2025
Q4 		$883K Buy
24,941
+507
+2% +$17.8K 0.04% 374
2025
Q3 		$979K Buy
24,434
+10
+0% +$312 0.05% 347
2025
Q2 		$628K Sell
24,424
-19,090
-44% -$460K 0.03% 457
2025
Q1 		$919K Buy
43,514
+113
+0.3% +$2.17K 0.03% 537
2024
Q4 		$788K Sell
43,401
-5,188
-11% -$101K 0.03% 532
2024
Q3 		$904K Buy
48,589
+13
+0% +$225 0.03% 526
2024
Q2 		$759K Sell
48,576
-10,952
-18% -$177K 0.02% 639
2024
Q1 		$702K Buy
59,528
+4,982
+9% +$73.6K 0.02% 637
2023
Q4 		$781K Sell
54,546
-4,982
-8% -$65.3K 0.02% 608
2023
Q3 		$702K Buy
59,528
+15
+0% +$205 0.02% 637
2023
Q2 		$917K Sell
59,513
-13,987
-19% -$226K 0.02% 595
2023
Q1 		$1.17M Hold
73,500
– – 0.03% 495
2022
Q4 		$890K Sell
73,500
-291
-0.4% -$3.37K 0.02% 575
2022
Q3 		$752K Sell
73,791
-20
-0% -$200 0.02% 603
2022
Q2 		$746K Sell
73,811
-15,988
-18% -$192K 0.03% 507
2022
Q1 		$1.19M Sell
89,799
-33
-0% -$410 0.04% 434
2021
Q4 		$1.1M Buy
89,832
+55
+0.1% +$670 0.03% 498
2021
Q3 		$1.01M Sell
89,777
-3,212
-3% -$40.2K 0.03% 516
2021
Q2 		$1.27M Buy
92,989
+4,992
+6% +$66.7K 0.04% 446
2021
Q1 		$970K Buy
87,997
+63,120
+254% +$721K 0.03% 493
2020
Q4 		$316K Buy
24,877
+3,309
+15% +$38.6K 0.02% 726
2020
Q3 		$256K Buy
21,568
+7,031
+48% +$81.7K 0.01% 762
2020
Q2 		$146K Buy
+14,537
New +$134K 0.01% 798

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its OR Royalties Inc (OR) stake by 1.6% in Q2 2026, selling an estimated $13.6K and leaving 23,409 shares worth $749K. The position accounts for 0.04% of the portfolio, ranked #374.

B. Riley Wealth Advisors first reported a position in OR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q2 2021. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • B. Riley Wealth Advisors held 23,409 shares of OR Royalties Inc worth $749K as of Q2 2026.
  • B. Riley Wealth Advisors sold 369 OR Royalties Inc shares in Q2 2026, an estimated $13.6K.
  • OR Royalties Inc made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #374 holding.
  • B. Riley Wealth Advisors first reported a position in OR Royalties Inc in Q2 2020 and has held it in 25 quarters since.
  • B. Riley Wealth Advisors's OR Royalties Inc position peaked at $1.27M in Q2 2021.
  • 246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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