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Arete Wealth Advisors’s BRC Group Holdings RILY Stock Holding History

Arete Wealth 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
2026
Q2 		$882K Buy
+109,652
New +$932K 0.03% 366

Other funds holding RILY

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Arete Wealth Advisors's RILY Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in BRC Group Holdings (RILY) in Q2 2026: 109,652 shares worth $882K. The stake represents 0.03% of the portfolio and ranks #366 among its holdings.

39 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • Arete Wealth Advisors held 109,652 shares of BRC Group Holdings worth $882K as of Q2 2026.
  • BRC Group Holdings was a new Arete Wealth Advisors position in Q2 2026.
  • BRC Group Holdings made up 0.03% of Arete Wealth Advisors's portfolio in Q2 2026, its #366 holding.
  • 39 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.