Position in RIOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,557
-$44,847 QoQ
Shares Held
7,398
-64.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#314
of 448 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RIOT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Trek Financial, LLC holds $3,305,600 across 6 Capital Markets names. RIOT ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
19,197 | $1,516,563 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
9,649 | $604,316 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,684 | $432,192 | |
| 4 | GS |
Goldman Sachs Group Inc
|
334 | $337,797 | |
| 5 | MS |
Morgan Stanley
|
1,015 | $212,175 | |
| 6 | RIOT |
Riot Platforms, Inc.
This page
|
7,398 | $202,557 |
All Filings in RIOT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,557 | 7,398 | Shares | Sole | 2026-08-13 | |
| 2023-06-30 | $247,404 | 20,931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $321,538 | 32,186 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $136,366 | 40,226 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $436,029 | 62,201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $213,044 | 50,846 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $676,106 | 31,937 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||