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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
2025
Q1 		– Sell
-1,576
Closed -$14.2K – 1409
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 $422M AUM 42.84% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 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 $1.88T AUM 44.46% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of SHF Holdings (SHFS) in Q1 2025, closing a stake of 1,576 shares — an estimated $14.2K sold.

B. Riley Wealth Advisors first reported a position in SHFS in Q1 2023 and held it in 8 quarters. The position peaked at $51.1K in Q4 2023. 13 funds tracked by Wall St. Rank hold SHFS as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining SHF Holdings position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,576 SHF Holdings shares in Q1 2025, an estimated $14.2K.
  • B. Riley Wealth Advisors first reported a position in SHF Holdings in Q1 2023 and held it in 8 quarters.
  • B. Riley Wealth Advisors's SHF Holdings position peaked at $51.1K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2025.

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