BRWA
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B. Riley Wealth Advisors’s BRC Group Holdings RILY Stock Holding History

B. Riley 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 		$604K Buy
73,820
+24,800
+51% +$211K 0.03% 421
2026
Q1 		$334K Sell
49,020
-2,050
-4% -$15.3K 0.02% 549
2025
Q4 		$238K Buy
51,070
+10,200
+25% +$50.5K 0.01% 796
2025
Q3 		$244K Sell
40,870
-10,895
-21% -$60.2K 0.01% 805
2025
Q2 		$154K Buy
+51,765
New +$159K 0.01% 923
2024
Q4 		$198K Sell
43,221
-5,417
-11% -$28.3K 0.01% 1047
2024
Q3 		$253K Sell
48,638
-28,914
-37% -$321K 0.01% 1039
2024
Q2 		$1.37M Buy
77,552
+54,721
+240% +$1.41M 0.03% 439
2024
Q1 		$936K Sell
22,831
-22,219
-49% -$446K 0.03% 542
2023
Q4 		$946K Buy
45,050
+22,219
+97% +$650K 0.03% 547
2023
Q3 		$936K Sell
22,831
-1,620
-7% -$79.8K 0.03% 542
2023
Q2 		$1.12M Sell
24,451
-3,253
-12% -$114K 0.03% 525
2023
Q1 		$787K Buy
27,704
+3,721
+16% +$141K 0.02% 626
2022
Q4 		$820K Buy
23,983
+3,865
+19% +$162K 0.02% 602
2022
Q3 		$896K Buy
20,118
+1,080
+6% +$54K 0.03% 540
2022
Q2 		$805K Buy
19,038
+12,289
+182% +$645K 0.03% 487
2022
Q1 		$472K Buy
+6,749
New +$457K 0.02% 782

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

B. Riley Wealth Advisors's RILY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its BRC Group Holdings (RILY) stake by 51% in Q2 2026, buying an estimated $211K and bringing the position to 73,820 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #421.

B. Riley Wealth Advisors first reported a position in RILY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.37M in Q2 2024. 94 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • B. Riley Wealth Advisors held 73,820 shares of BRC Group Holdings worth $604K as of Q2 2026.
  • B. Riley Wealth Advisors bought 24,800 BRC Group Holdings shares in Q2 2026, an estimated $211K.
  • BRC Group Holdings made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • B. Riley Wealth Advisors first reported a position in BRC Group Holdings in Q1 2022 and has held it in 17 quarters since.
  • B. Riley Wealth Advisors's BRC Group Holdings position peaked at $1.37M in Q2 2024.
  • 94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.