B. Riley Wealth Advisors, Inc.

Position in STT — State Street Corp

CIK 1464811 MEMPHIS, TN

Position in STT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,877,677

+$471,433 QoQ

Shares Held

53,678

+10.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $56,074,754 across 81 Asset Management names. STT ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STEW	SRH Total Return Fund, Inc.	405,048	$7,250,359
2	BX	Blackstone Inc.	55,522	$6,533,273
3	BPRE	Bluerock Private Real Estate Fund	454,953	$5,918,938
4	STT	State Street Corp This page	53,678	$2,877,677
5	AB	Alliancebernstein Holding L.P.	75,577	$2,661,821
6	GLAD	Gladstone Capital Corp	135,581	$2,632,983
7	IVZ	Invesco Ltd.	89,138	$1,903,376
8	RA	Brookfield Real Assets Income Fund Inc.	133,545	$1,720,059

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2024-12-31	$207,489	2,114	-11.0%	Shares	Sole	2025-02-25
2024-09-30	$210,204	2,376	-57.4%	Shares	Sole	2024-12-13
2024-03-31	$431,677	5,583	-9.1%	Shares	Sole	2024-05-16
2023-12-31	$475,759	6,142	+10.0%	Shares	Sole	2024-03-15
2023-09-30	$373,837	5,583	-12.6%	Shares	Sole	2023-12-01
2023-06-30	$467,400	6,387	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$482,977	6,381	-2.9%	Shares	Sole	2023-05-17
2022-12-31	$509,634	6,570	+99.0%	Shares	Sole	2023-03-15
2022-03-31	$287,669	3,302	+2.4%	Shares	Other	2022-05-02
2021-03-31	$271,015	3,226	-56.0%	Shares	Other	2021-05-13
2020-09-30	$434,710	7,327	+23.6%	Shares	Other	2020-11-09
2020-06-30	$376,659	5,927	+3.7%	Shares	Other	2020-07-31
2020-03-31	$304,383	5,714	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.