Concord Wealth Partners’s Riot Platforms RIOT Stock Holding History

Concord Wealth Partners’s Portfolio RIOT Stock Details RIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$904	Buy	+33	New	+$744	﹤0.01%	782
2026 Q1	–	Sell	-33	Closed	-$418	–	655
2025 Q4	$418	Hold	33	–	–	﹤0.01%	780
2025 Q3	$628	Hold	33	–	–	﹤0.01%	757
2025 Q2	$373	Hold	33	–	–	﹤0.01%	794
2025 Q1	$235	Hold	33	–	–	﹤0.01%	777
2024 Q4	$337	Hold	33	–	–	﹤0.01%	882
2024 Q3	$245	Hold	33	–	–	﹤0.01%	922
2024 Q2	$302	Hold	33	–	–	﹤0.01%	784
2024 Q1	$404	Buy	+33	New	+$430	﹤0.01%	818
2023 Q1	–	Sell	-17	Closed	-$58	–	1173
2022 Q4	$58	Buy	+17	New	+$88	﹤0.01%	1236
2022 Q3	–	Sell	-17	Closed	–	–	916
2022 Q2	$0	Sell	17 -146	-90%	-$1.35K	﹤0.01%	1345
2022 Q1	$3K	Sell	163 -1,436	-90%	-$25.9K	﹤0.01%	1037
2021 Q4	$36K	Buy	1,599 +432	+37%	+$12.9K	0.01%	514
2021 Q3	$30K	Sell	1,167 -3,080	-73%	-$99.1K	0.01%	308
2021 Q2	$160K	Buy	4,247 +2,720	+178%	+$97.2K	0.05%	164
2021 Q1	$81K	Buy	+1,527	New	+$61.8K	0.03%	252

Other funds holding RIOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's RIOT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Riot Platforms (RIOT) in Q2 2026: 33 shares worth $904. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in RIOT as recently as Q4 2025.

Concord Wealth Partners first reported a position in RIOT in Q1 2021 and has held it in 16 quarters since. The position peaked at $160K in Q2 2021. 447 funds tracked by Wall St. Rank hold RIOT as of Q2 2026.

Concord Wealth Partners held 33 shares of Riot Platforms worth $904 as of Q2 2026.
Riot Platforms was a new Concord Wealth Partners position in Q2 2026.
Riot Platforms made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #782 holding.
Concord Wealth Partners first reported a position in Riot Platforms in Q1 2021 and has held it in 16 quarters since.
Concord Wealth Partners's Riot Platforms position peaked at $160K in Q2 2021.
447 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.