BRWA
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B. Riley Wealth Advisors’s Ralph Lauren RL Stock Holding History

B. Riley Wealth Advisors’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,575
Closed -$557K – 1079
2025
Q4 		$557K Buy
+1,575
New +$537K 0.03% 480
2015
Q1 		– Sell
-350
Closed -$65 – 1675
2014
Q4 		$65 Buy
+350
New +$60.4K ﹤0.01% 1963
2014
Q3 		– Sell
-350
Closed -$56.2K – 1621
2014
Q2 		$56.2K Buy
+350
New +$54K 0.01% 980

Other funds holding RL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return