B. Riley Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,427	Closed	-$351K	–	1006
2026 Q1	$351K	Sell	5,427 -189	-3%	-$11.7K	0.02%	534
2025 Q4	$324K	Sell	5,616 -1	-0%	-$59	0.01%	685
2025 Q3	$374K	Sell	5,617 -12	-0.2%	-$925	0.02%	634
2025 Q2	$407K	Buy	+5,629	New	+$355K	0.02%	607

Other funds holding VAC

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SJL

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

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

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

B. Riley Wealth Advisors sold out of Marriott Vacations Worldwide (VAC) in Q2 2026, closing a stake of 5,427 shares — an estimated $351K sold.

B. Riley Wealth Advisors first reported a position in VAC in Q2 2025 and held it in 4 quarters. The position peaked at $407K in Q2 2025. 86 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

B. Riley Wealth Advisors reported no remaining Marriott Vacations Worldwide position as of Q2 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,427 Marriott Vacations Worldwide shares in Q2 2026, an estimated $351K.
B. Riley Wealth Advisors first reported a position in Marriott Vacations Worldwide in Q2 2025 and held it in 4 quarters.
B. Riley Wealth Advisors's Marriott Vacations Worldwide position peaked at $407K in Q2 2025.
86 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

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