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Amalgamated Bank’s BRC Group Holdings RILY Stock Holding History

Amalgamated Bank’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
Q2 		– Sell
-757
Closed -$3K – 3123
2025
Q1 		$3K Hold
757
– – ﹤0.01% 2802
2024
Q4 		$3K Hold
757
– – ﹤0.01% 2868
2024
Q3 		$4K Sell
757
-4,180
-85% -$46.4K ﹤0.01% 2845
2024
Q2 		$87K Sell
4,937
-218
-4% -$5.61K ﹤0.01% 1740
2024
Q1 		$109K Sell
5,155
-2,027
-28% -$40.7K ﹤0.01% 1711
2023
Q4 		$151K Sell
7,182
-910
-11% -$26.6K ﹤0.01% 1877
2023
Q3 		$332K Buy
8,092
+283
+4% +$13.9K ﹤0.01% 1588
2023
Q2 		$359K Sell
7,809
-172
-2% -$6.05K ﹤0.01% 1588
2023
Q1 		$227K Sell
7,981
-497
-6% -$18.8K ﹤0.01% 1751
2022
Q4 		$290K Buy
8,478
+55
+0.7% +$2.31K ﹤0.01% 1710
2022
Q3 		$375K Sell
8,423
-6
-0.1% -$300 ﹤0.01% 1564
2022
Q2 		$356K Buy
8,429
+799
+10% +$41.9K ﹤0.01% 1632
2022
Q1 		$534K Sell
7,630
-486
-6% -$32.9K ﹤0.01% 1518
2021
Q4 		$721K Sell
8,116
-128
-2% -$9.37K 0.01% 1395
2021
Q3 		$487K Sell
8,244
-628
-7% -$41.2K ﹤0.01% 1595
2021
Q2 		$670K Buy
+8,872
New +$621K 0.01% 1478

Other funds holding RILY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Amalgamated Bank's RILY Position: Q2 2025 in Review

Amalgamated Bank sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 757 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in RILY in Q2 2021 and held it in 16 quarters. The position peaked at $721K in Q4 2021. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

  • Amalgamated Bank reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Amalgamated Bank sold 757 BRC Group Holdings shares in Q2 2025, an estimated $3K.
  • Amalgamated Bank first reported a position in BRC Group Holdings in Q2 2021 and held it in 16 quarters.
  • Amalgamated Bank's BRC Group Holdings position peaked at $721K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Amalgamated Bank's 13F filing for Q2 2025, filed 4 Aug 2025.