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Ancora Advisors’s BRC Group Holdings RILY Stock Holding History

Ancora 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
Q2 		– Sell
-2,000
Closed -$7.74K – 2030
2025
Q1 		$7.74K Buy
+2,000
New +$9.07K ﹤0.01% 1358
2023
Q1 		– Sell
-51,565
Closed -$1.95M – 2038
2022
Q4 		$1.76M Sell
51,565
-8,557
-14% -$359K 0.05% 267
2022
Q3 		$2.68M Buy
60,122
+2,690
+5% +$134K 0.08% 198
2022
Q2 		$2.43M Sell
57,432
-12,581
-18% -$660K 0.07% 226
2022
Q1 		$4.9M Sell
70,013
-46,290
-40% -$3.13M 0.12% 170
2021
Q4 		$10.3M Buy
116,303
+1,076
+0.9% +$78.7K 0.25% 95
2021
Q3 		$6.8M Buy
115,227
+12,880
+13% +$844K 0.18% 124
2021
Q2 		$7.73M Buy
102,347
+5,880
+6% +$412K 0.2% 116
2021
Q1 		$5.44M Sell
96,467
-11,623
-11% -$627K 0.15% 150
2020
Q4 		$4.78M Buy
108,090
+31,320
+41% +$1.01M 0.15% 159
2020
Q3 		$1.92M Buy
76,770
+19,000
+33% +$478K 0.08% 228
2020
Q2 		$1.26M Buy
57,770
+6,810
+13% +$131K 0.05% 287
2020
Q1 		$939K Buy
50,960
+3,260
+7% +$76.7K 0.04% 324
2019
Q4 		$1.2M Hold
47,700
– – 0.04% 325
2019
Q3 		$1.13M Buy
47,700
+200
+0.4% +$4.23K 0.05% 306
2019
Q2 		$991K Sell
47,500
-670
-1% -$12.8K 0.04% 301
2019
Q1 		$804K Buy
48,170
+7,560
+19% +$120K 0.04% 333
2018
Q4 		$577K Buy
40,610
+13,045
+47% +$240K 0.03% 389
2018
Q3 		$624K Sell
27,565
-1,684
-6% -$37.6K 0.02% 434
2018
Q2 		$660K Buy
+29,249
New +$607K 0.03% 419

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

Ancora Advisors's RILY Position: Q2 2025 in Review

Ancora Advisors sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 2,000 shares — an estimated $7.74K sold.

Ancora Advisors first reported a position in RILY in Q2 2018 and held it in 20 quarters. The position peaked at $10.3M in Q4 2021. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

  • Ancora Advisors reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Ancora Advisors sold 2,000 BRC Group Holdings shares in Q2 2025, an estimated $7.74K.
  • Ancora Advisors first reported a position in BRC Group Holdings in Q2 2018 and held it in 20 quarters.
  • Ancora Advisors's BRC Group Holdings position peaked at $10.3M in Q4 2021.
  • 73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.