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Addison Advisors’s BRC Group Holdings RILY Stock Holding History

Addison Advisors’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,545
Closed -$34.3K – 909
2025
Q2 		$34.3K Buy
11,545
+3,165
+38% +$9.72K 0.01% 450
2025
Q1 		$32.4K Buy
8,380
+3,500
+72% +$15.9K 0.01% 436
2024
Q4 		$22.4K Buy
4,880
+2,500
+105% +$13K 0.01% 490
2024
Q3 		$12.5K Buy
+2,380
New +$26.4K ﹤0.01% 567

Other funds holding RILY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Addison Advisors's RILY Position: Q3 2025 in Review

Addison Advisors sold out of BRC Group Holdings (RILY) in Q3 2025, closing a stake of 11,545 shares — an estimated $34.3K sold.

Addison Advisors first reported a position in RILY in Q3 2024 and held it in 4 quarters. The position peaked at $34.3K in Q2 2025. 72 funds tracked by Wall St. Rank hold RILY as of Q3 2025.

  • Addison Advisors reported no remaining BRC Group Holdings position as of Q3 2025 after selling out during the quarter.
  • Addison Advisors sold 11,545 BRC Group Holdings shares in Q3 2025, an estimated $34.3K.
  • Addison Advisors first reported a position in BRC Group Holdings in Q3 2024 and held it in 4 quarters.
  • Addison Advisors's BRC Group Holdings position peaked at $34.3K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2025.

Based on Addison Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.