Albion Financial Group’s BRC Group Holdings RILY Stock Holding History

Albion Financial Group’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 Q1	–	Sell	-6,500	Closed	-$29.8K	–	673
2024 Q4	$29.8K	Buy	+6,500	New	+$33.9K	﹤0.01%	301

Other funds holding RILY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Albion Financial Group's RILY Position: Q1 2025 in Review

Albion Financial Group sold out of BRC Group Holdings (RILY) in Q1 2025, closing a stake of 6,500 shares — an estimated $29.8K sold.

Albion Financial Group first reported a position in RILY in Q4 2024 and held it in 1 quarter. The position peaked at $29.8K in Q4 2024. 86 funds tracked by Wall St. Rank hold RILY as of Q1 2025.

Albion Financial Group reported no remaining BRC Group Holdings position as of Q1 2025 after selling out during the quarter.
Albion Financial Group sold 6,500 BRC Group Holdings shares in Q1 2025, an estimated $29.8K.
Albion Financial Group first reported a position in BRC Group Holdings in Q4 2024 and held it in 1 quarter.
Albion Financial Group's BRC Group Holdings position peaked at $29.8K in Q4 2024.
86 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.