B. Riley Wealth Advisors, Inc. STX — SEAGATE TECHNOLOGY SHS

Ownership history in B. Riley Wealth Advisors, Inc.  ·  42 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported SEAGATE TECHNOLOGY SHS (STX) in 42 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.53% in 2026 Q2. The latest visible filing shows STX at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B. Riley Wealth Advisors, Inc.'s position in SEAGATE TECHNOLOGY SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STX was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STX stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held STX — position size vs. price
% of Fund (quarterly)    STX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,135 -597 -5.6% 0.53% $9.8M 2026-07-14 $878.31
2026 Q1 REDUCED 21.4% +147.4% ❌ 10,732 -2,930 -21.4% 0.25% $3.9M 2026-04-27 $595.44
2025 Q4 ADDED — — — 13,662 +11,939 +692.9% 0.17% $3.8M 2026-02-17 $414.92
2025 Q4 REDUCED 87.4% +42.5% ❌ 1,723 -11,914 -87.4% 0.02% $475K 2026-02-17 $414.92
2025 Q3 REDUCED 92.1% +19.5% ❌ 13,637 -158,063 -92.1% 0.15% $3.2M 2025-10-31 $254.58
2025 Q3 ADDED — — — 171,700 +158,384 +1189.4% 0.02% $405K 2025-10-31 $254.58
2025 Q2 REDUCED 12.7% +58.8% ❌ 13,316 -1,931 -12.7% 0.09% $1.9M 2025-08-19 $156.64
2024 Q4 ADDED — — — 15,247 +134 +0.9% 0.04% $1.3M 2025-02-25 $97.58
2024 Q3 REDUCED 7.2% -20.4% ✅ 15,113 -1,177 -7.2% 0.05% $1.7M 2024-12-13 $93.70
2024 Q2 REDUCED 15.8% +6.8% ❌ 16,290 -3,050 -15.8% 0.04% $1.7M 2024-08-19 $100.31
2024 Q1 ADDED — — — 19,340 +725 +3.9% 0.03% $1.3M 2024-05-16 $94.16
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STX

As of 2026 Q2 — sorted by position size

Amanah Holdings Trust 16.42% CACTI ASSET MANAGEMENT LLC 3Y 7Y 15.87% Ariose Capital Management Ltd 3Y 7Y 11.38% WT Asset Management Ltd 3Y 7Y 10.78% Pinpoint Asset Management (Singapore) Pte. Ltd. 9.78% New Paradigm Capital Management, LLC 8.66% Old Port Advisors 3Y 7Y 5.77% VMS Asset Management Limited 5.48% MWA Asset Management 5.1% EXCHANGE TRADED CONCEPTS, LLC 3Y 5.08%

FAQ About B. Riley Wealth Advisors, Inc. and STX

These are the practical questions this page is built to answer before you even open the full history table.

How long has B. Riley Wealth Advisors, Inc. reported owning STX?

B. Riley Wealth Advisors, Inc. reported STX across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported STX position in B. Riley Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for STX was 0.53% in 2026 Q2.

What is the latest reported STX position on this page?

The most recent filing on this page is 2026 Q2, when B. Riley Wealth Advisors, Inc. reported 10,135 shares, equal to 0.53% of portfolio, with an estimated market value of $9.8M.

What does the chart on this STX ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly STX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B. Riley Wealth Advisors, Inc. time their STX position?

Based on 13F filing dates vs. subsequent STX price moves, B. Riley Wealth Advisors, Inc. correctly timed 18 out of 41 reported position changes (44%). The annualised alpha on STX relative to SPY over the holding period was +21.0%.

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