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B. Riley Wealth Advisors’s STAAR Surgical STAA Stock Holding History

B. Riley Wealth Advisors’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$546K Buy
+24,160
New +$580K 0.02% 539

Other funds holding STAA

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

B. Riley Wealth Advisors's STAA Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in STAAR Surgical (STAA) in Q3 2026: 24,160 shares worth $546K. The stake represents 0.02% of the portfolio and ranks #539 among its holdings.

11 funds tracked by Wall St. Rank hold STAA as of Q3 2026.

  • B. Riley Wealth Advisors held 24,160 shares of STAAR Surgical worth $546K as of Q3 2026.
  • STAAR Surgical was a new B. Riley Wealth Advisors position in Q3 2026.
  • STAAR Surgical made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #539 holding.
  • 11 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.