B. Riley Wealth Advisors’s Sunrun RUN Stock Holding History

B. Riley Wealth Advisors’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Sell	30,250 -47,328	-61%	-$639K	0.02%	530
2026 Q1	$942K	Buy	77,578 +47,325	+156%	+$788K	0.06%	302
2025 Q4	$557K	Sell	30,253 -51,328	-63%	-$984K	0.03%	481
2025 Q3	$1.41M	Buy	81,581 +3	+0%	+$40	0.07%	275
2025 Q2	$667K	Buy	+81,578	New	+$642K	0.03%	440
2024 Q4	$899K	Sell	97,178 -5,962	-6%	-$74.1K	0.03%	485
2024 Q3	$1.86M	Sell	103,140 -292	-0.3%	-$5.19K	0.05%	332
2024 Q2	$1.23M	Sell	103,432 -3,196	-3%	-$39.1K	0.03%	475
2024 Q1	$1.34M	Buy	106,628 +1,500	+1%	+$20.6K	0.04%	445
2023 Q4	$2.06M	Sell	105,128 -1,500	-1%	-$19K	0.06%	350
2023 Q3	$1.34M	Buy	106,628 +2,975	+3%	+$48.9K	0.04%	445
2023 Q2	$1.85M	Buy	103,653 +1,500	+1%	+$27.9K	0.04%	387
2023 Q1	$2.06M	Buy	+102,153	New	+$2.38M	0.05%	332
2021 Q3	–	Sell	-6,719	Closed	-$389K	–	1460
2021 Q2	$389K	Sell	6,719 -1,269	-16%	-$61.3K	0.01%	898
2021 Q1	$516K	Sell	7,988 -716	-8%	-$49.8K	0.02%	720
2020 Q4	$604K	Buy	8,704 +1,669	+24%	+$104K	0.03%	472
2020 Q3	$543K	Buy	+7,035	New	+$331K	0.03%	501

Other funds holding RUN

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $44.3M AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Sunrun (RUN) stake by 61% in Q2 2026, selling an estimated $639K and leaving 30,250 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #530.

B. Riley Wealth Advisors first reported a position in RUN in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2023. 40 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

B. Riley Wealth Advisors held 30,250 shares of Sunrun worth $408K as of Q2 2026.
B. Riley Wealth Advisors sold 47,328 Sunrun shares in Q2 2026, an estimated $639K.
Sunrun made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #530 holding.
B. Riley Wealth Advisors first reported a position in Sunrun in Q3 2020 and has held it in 17 quarters since.
B. Riley Wealth Advisors's Sunrun position peaked at $2.06M in Q4 2023.
40 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

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