Trek Financial
RIOT icon

Trek Financial’s Riot Platforms RIOT Stock Holding History

Trek 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
Q3 		– Sell
-7,398
Closed -$203K – 569
2026
Q2 		$203K Buy
+7,398
New +$167K 0.01% 493
2023
Q3 		– Sell
-20,931
Closed -$247K – 315
2023
Q2 		$247K Sell
20,931
-11,255
-35% -$126K 0.02% 224
2023
Q1 		$322K Sell
32,186
-8,040
-20% -$52.3K 0.03% 197
2022
Q4 		$136K Sell
40,226
-21,975
-35% -$113K 0.01% 227
2022
Q3 		$436K Buy
62,201
+11,355
+22% +$79.9K 0.05% 137
2022
Q2 		$213K Buy
50,846
+18,909
+59% +$176K 0.02% 199
2022
Q1 		$676K Buy
+31,937
New +$577K 0.06% 116

Other funds holding RIOT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $465M AUM 74.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Trek Financial's RIOT Position: Q3 2026 in Review

Trek Financial sold out of Riot Platforms (RIOT) in Q3 2026, closing a stake of 7,398 shares — an estimated $203K sold.

Trek Financial first reported a position in RIOT in Q1 2022 and held it in 7 quarters. The position peaked at $676K in Q1 2022. 153 funds tracked by Wall St. Rank hold RIOT as of Q3 2026.

  • Trek Financial reported no remaining Riot Platforms position as of Q3 2026 after selling out during the quarter.
  • Trek Financial sold 7,398 Riot Platforms shares in Q3 2026, an estimated $203K.
  • Trek Financial first reported a position in Riot Platforms in Q1 2022 and held it in 7 quarters.
  • Trek Financial's Riot Platforms position peaked at $676K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Riot Platforms as of Q3 2026.

Based on Trek Financial's 13F filing for Q3 2026, filed 29 Oct 2026.