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B. Riley Wealth Advisors’s QCR Holdings QCRH Stock Holding History

B. Riley Wealth Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,942
Closed -$237K – 1400
2024
Q4 		$237K Buy
+2,942
New +$247K 0.01% 962

Other funds holding QCRH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

B. Riley Wealth Advisors's QCRH Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of QCR Holdings (QCRH) in Q1 2025, closing a stake of 2,942 shares — an estimated $237K sold.

B. Riley Wealth Advisors first reported a position in QCRH in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 198 funds tracked by Wall St. Rank hold QCRH as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining QCR Holdings position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,942 QCR Holdings shares in Q1 2025, an estimated $237K.
  • B. Riley Wealth Advisors first reported a position in QCR Holdings in Q4 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's QCR Holdings position peaked at $237K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held QCR Holdings as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.