Atom Investors’s BRC Group Holdings RILY Stock Holding History

Atom Investors’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	-11,393	Closed	-$44.1K	–	756
2025 Q1	$44.1K	Buy	+11,393	New	+$51.7K	0.01%	475

Other funds holding RILY

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Atom Investors's RILY Position: Q2 2025 in Review

Atom Investors sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 11,393 shares — an estimated $44.1K sold.

Atom Investors first reported a position in RILY in Q1 2025 and held it in 1 quarter. The position peaked at $44.1K in Q1 2025. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

Atom Investors reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
Atom Investors sold 11,393 BRC Group Holdings shares in Q2 2025, an estimated $44.1K.
Atom Investors first reported a position in BRC Group Holdings in Q1 2025 and held it in 1 quarter.
Atom Investors's BRC Group Holdings position peaked at $44.1K in Q1 2025.
73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.