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Kingswood Wealth Advisors’s Riot Platforms RIOT Stock Holding History

Kingswood Wealth Advisors’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 		$780K Hold
28,484
– – 0.03% 482
2026
Q1 		$352K Buy
28,484
+4,050
+17% +$62.1K 0.02% 662
2025
Q4 		$310K Buy
24,434
+7,135
+41% +$122K 0.02% 669
2025
Q3 		$329K Buy
+17,299
New +$240K 0.02% 594

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kingswood Wealth Advisors's RIOT Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Riot Platforms (RIOT) position steady in Q2 2026 at 28,484 shares worth $780K. The position accounts for 0.03% of the portfolio, ranked #482.

Kingswood Wealth Advisors first reported a position in RIOT in Q3 2025 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold RIOT as of Q2 2026.

  • Kingswood Wealth Advisors held 28,484 shares of Riot Platforms worth $780K as of Q2 2026.
  • Kingswood Wealth Advisors left its Riot Platforms share count unchanged in Q2 2026.
  • Riot Platforms made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #482 holding.
  • Kingswood Wealth Advisors first reported a position in Riot Platforms in Q3 2025 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2026.

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