Phoenix Financial’s Riot Platforms RIOT Stock Holding History

Phoenix Financial’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	$261K	Sell	21,142 -276	-1%	-$4.23K	﹤0.01%	412
2025 Q4	$271K	Buy	21,418 +5,318	+33%	+$91K	﹤0.01%	402
2025 Q3	$307K	Sell	16,100 -2,500	-13%	-$34.6K	﹤0.01%	383
2025 Q2	$210K	Buy	+18,600	New	+$158K	﹤0.01%	397
2025 Q1	–	Sell	-38,639	Closed	-$395K	–	408
2024 Q4	$395K	Buy	38,639 +10,520	+37%	+$115K	0.01%	281
2024 Q3	$209K	Buy	28,119 +10,677	+61%	+$92.4K	﹤0.01%	337
2024 Q2	$159K	Buy	17,442 +1,985	+13%	+$20K	﹤0.01%	328
2024 Q1	$189K	Buy	15,457 +5,230	+51%	+$68.1K	﹤0.01%	384
2023 Q4	$175K	Buy	+10,227	New	+$123K	﹤0.01%	308
2022 Q1	–	Sell	-13,000	Closed	-$290K	–	440
2021 Q4	$290K	Hold	13,000	–	–	﹤0.01%	334
2021 Q3	$334K	Hold	13,000	–	–	0.01%	351
2021 Q2	$490K	Buy	+13,000	New	+$465K	0.01%	274

Other funds holding RIOT

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Phoenix Financial's RIOT Position: Q1 2026 in Review

Phoenix Financial reduced its Riot Platforms (RIOT) stake by 1.3% in Q1 2026, selling an estimated $4.23K and leaving 21,142 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Phoenix Financial first reported a position in RIOT in Q2 2021 and has held it in 12 quarters since. The position peaked at $490K in Q2 2021. 403 funds tracked by Wall St. Rank hold RIOT as of Q1 2026.

Phoenix Financial held 21,142 shares of Riot Platforms worth $261K as of Q1 2026.
Phoenix Financial sold 276 Riot Platforms shares in Q1 2026, an estimated $4.23K.
Riot Platforms made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #412 holding.
Phoenix Financial first reported a position in Riot Platforms in Q2 2021 and has held it in 12 quarters since.
Phoenix Financial's Riot Platforms position peaked at $490K in Q2 2021.
403 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.