Bank of Montreal
RILY icon

Bank of Montreal’s BRC Group Holdings RILY Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-33,502
Closed -$156K – 3988
2025
Q4 		$156K Buy
33,502
+14,500
+76% +$71.8K ﹤0.01% 2918
2025
Q3 		$114K Buy
19,002
+7,000
+58% +$38.7K ﹤0.01% 2937
2025
Q2 		$35.6K Sell
12,002
-2,819
-19% -$8.66K ﹤0.01% 3203
2025
Q1 		$57.4K Buy
14,821
+2,819
+23% +$12.8K ﹤0.01% 3044
2024
Q4 		$55.1K Hold
12,002
– – ﹤0.01% 3090
2024
Q3 		$63.7K Buy
+12,002
New +$133K ﹤0.01% 3363
2022
Q2 		– Sell
-4,202
Closed -$304K – 4384
2022
Q1 		$304K Buy
4,202
+77
+2% +$5.21K ﹤0.01% 3179
2021
Q4 		$371K Sell
4,125
-725
-15% -$53K ﹤0.01% 2604
2021
Q3 		$293K Sell
4,850
-80,210
-94% -$5.26M ﹤0.01% 3146
2021
Q2 		$6.36M Buy
85,060
+84,484
+14,667% +$5.91M ﹤0.01% 1498
2021
Q1 		$35K Sell
576
-2,338
-80% -$126K ﹤0.01% 3849
2020
Q4 		$132K Buy
2,914
+2,036
+232% +$65.6K ﹤0.01% 3438
2020
Q3 		$23K Sell
878
-763
-46% -$19.2K ﹤0.01% 3777
2020
Q2 		$35K Buy
1,641
+1,409
+607% +$27K ﹤0.01% 3597
2020
Q1 		$4K Sell
232
-2,663
-92% -$62.7K ﹤0.01% 3737
2019
Q4 		$73K Buy
2,895
+863
+42% +$22.7K ﹤0.01% 3647
2019
Q3 		$48K Buy
2,032
+104
+5% +$2.2K ﹤0.01% 3642
2019
Q2 		$40K Buy
+1,928
New +$36.8K ﹤0.01% 3801
2019
Q1 		– Sell
-9,005
Closed -$128K – 4671
2018
Q4 		$128K Buy
9,005
+142
+2% +$2.61K ﹤0.01% 2817
2018
Q3 		$201K Sell
8,863
-2
-0% -$45 ﹤0.01% 2747
2018
Q2 		$199K Buy
8,865
+143
+2% +$2.97K ﹤0.01% 2765
2018
Q1 		$170K Hold
8,722
– – ﹤0.01% 2704
2017
Q4 		$158K Hold
8,722
– – ﹤0.01% 2785
2017
Q3 		$148K Buy
8,722
+982
+13% +$17.1K ﹤0.01% 2794
2017
Q2 		$143K Buy
+7,740
New +$118K ﹤0.01% 2820

Other funds holding RILY

DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal's RILY Position: Q1 2026 in Review

Bank of Montreal sold out of BRC Group Holdings (RILY) in Q1 2026, closing a stake of 33,502 shares — an estimated $156K sold.

Bank of Montreal first reported a position in RILY in Q2 2017 and held it in 25 quarters. The position peaked at $6.36M in Q2 2021. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • Bank of Montreal reported no remaining BRC Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 33,502 BRC Group Holdings shares in Q1 2026, an estimated $156K.
  • Bank of Montreal first reported a position in BRC Group Holdings in Q2 2017 and held it in 25 quarters.
  • Bank of Montreal's BRC Group Holdings position peaked at $6.36M in Q2 2021.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.