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Forum Financial Management’s Riot Platforms RIOT Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-17,420
Closed -$221K – 843
2025
Q4 		$221K Hold
17,420
– – ﹤0.01% 919
2025
Q3 		$332K Buy
17,420
+4,055
+30% +$56.2K ﹤0.01% 680
2025
Q2 		$151K Buy
+13,365
New +$114K ﹤0.01% 924

Other funds holding RIOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Forum Financial Management's RIOT Position: Q1 2026 in Review

Forum Financial Management sold out of Riot Platforms (RIOT) in Q1 2026, closing a stake of 17,420 shares — an estimated $221K sold.

Forum Financial Management first reported a position in RIOT in Q2 2025 and held it in 3 quarters. The position peaked at $332K in Q3 2025. 404 funds tracked by Wall St. Rank hold RIOT as of Q1 2026.

  • Forum Financial Management reported no remaining Riot Platforms position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 17,420 Riot Platforms shares in Q1 2026, an estimated $221K.
  • Forum Financial Management first reported a position in Riot Platforms in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Riot Platforms position peaked at $332K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.