BRWA
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B. Riley Wealth Advisors’s SLB Ltd SLB Stock Holding History

B. Riley Wealth Advisors’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$19.2K – 1090
2025
Q4 		$19.2K Sell
500
-109,500
-100% -$3.97M ﹤0.01% 1006
2025
Q3 		$37.8K Buy
110,000
+108,900
+9,900% +$3.79M ﹤0.01% 1016
2025
Q2 		$37.2K Buy
+1,100
New +$38.2K ﹤0.01% 998

Other funds holding SLB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its SLB Ltd (SLB) stake by 34% in Q2 2026, buying an estimated $92.9K and bringing the position to 6,862 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #609.

B. Riley Wealth Advisors first reported a position in SLB in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.17M in Q2 2024. 362 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • B. Riley Wealth Advisors held 6,862 shares of SLB Ltd worth $318K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,733 SLB Ltd shares in Q2 2026, an estimated $92.9K.
  • SLB Ltd made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #609 holding.
  • B. Riley Wealth Advisors first reported a position in SLB Ltd in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's SLB Ltd position peaked at $2.17M in Q2 2024.
  • 362 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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