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B. Riley Wealth Advisors’s SHF Holdings SHFS Stock Holding History

B. Riley Wealth Advisors’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$14.2K Buy
1,576
+401
+34% +$3.37K ﹤0.01% 1133
2024
Q3 		$12.5K Hold
1,175
– – ﹤0.01% 1258
2024
Q2 		$12.6K Buy
1,175
+479
+69% +$6.94K ﹤0.01% 1375
2024
Q1 		$11K Sell
696
-1,104
-61% -$23K ﹤0.01% 1435
2023
Q4 		$51.1K Buy
1,800
+1,104
+159% +$17.9K ﹤0.01% 1351
2023
Q3 		$11K Sell
696
-554
-44% -$5.93K ﹤0.01% 1435
2023
Q2 		$13.2K Sell
1,250
-393
-24% -$3.99K ﹤0.01% 1517
2023
Q1 		$16.8K Buy
+1,643
New +$28.9K ﹤0.01% 1476

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

B. Riley Wealth Advisors's SHFS Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its SHF Holdings (SHFS) stake by 34% in Q4 2024, buying an estimated $3.37K and bringing the position to 1,576 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

B. Riley Wealth Advisors first reported a position in SHFS in Q1 2023 and has held it in 8 quarters since. The position peaked at $51.1K in Q4 2023. 25 funds tracked by Wall St. Rank hold SHFS as of Q4 2024.

  • B. Riley Wealth Advisors held 1,576 shares of SHF Holdings worth $14.2K as of Q4 2024.
  • B. Riley Wealth Advisors bought 401 SHF Holdings shares in Q4 2024, an estimated $3.37K.
  • SHF Holdings made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1133 holding.
  • B. Riley Wealth Advisors first reported a position in SHF Holdings in Q1 2023 and has held it in 8 quarters since.
  • B. Riley Wealth Advisors's SHF Holdings position peaked at $51.1K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held SHF Holdings as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.