AF
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Allworth Financial’s BRC Group Holdings RILY Stock Holding History

Allworth Financial’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
2026
Q1 		$2.6K Hold
355
– – ﹤0.01% 4260
2025
Q4 		$1.66K Sell
355
-78
-18% -$386 ﹤0.01% 4199
2025
Q3 		$2.59K Buy
433
+78
+22% +$431 ﹤0.01% 3886
2025
Q2 		$1.05K Buy
+355
New +$1.09K ﹤0.01% 3948

Other funds holding RILY

DT
DBA Trading Fort Lauderdale, Florida $201M AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return