Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BRC Group Holdings RILY Stock Holding History

Carson Wealth (CWM LLC)’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
-17
Closed – – 5776
2025
Q4 		$0 Sell
17
-39
-70% -$193 ﹤0.01% 5597
2025
Q3 		$0 Sell
56
-1,032
-95% -$5.71K ﹤0.01% 5499
2025
Q2 		$3K Buy
1,088
+794
+270% +$2.44K ﹤0.01% 4806
2025
Q1 		$1K Buy
294
+246
+513% +$1.12K ﹤0.01% 4976
2024
Q4 		$0 Buy
48
+31
+182% +$162 ﹤0.01% 5115
2024
Q3 		$0 Hold
17
– – ﹤0.01% 5099
2024
Q2 		$0 Buy
17
+12
+240% +$309 ﹤0.01% 4886
2024
Q1 		$0 Sell
5
-5
-50% -$100 ﹤0.01% 4683
2023
Q4 		$0 Sell
10
-87
-90% -$2.54K ﹤0.01% 4464
2023
Q3 		$4K Hold
97
– – ﹤0.01% 3591
2023
Q2 		$4K Buy
97
+87
+870% +$3.06K ﹤0.01% 3557
2023
Q1 		$0 Sell
10
-13
-57% -$492 ﹤0.01% 4305
2022
Q4 		$1K Sell
23
-25
-52% -$1.05K ﹤0.01% 3827
2022
Q3 		$2K Buy
48
+27
+129% +$1.35K ﹤0.01% 3526
2022
Q2 		$1K Sell
21
-37
-64% -$1.94K ﹤0.01% 3618
2022
Q1 		$4K Hold
58
– – ﹤0.01% 2956
2021
Q4 		$5K Buy
+58
New +$4.24K ﹤0.01% 2753

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 $893B AUM 36.07% 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

Carson Wealth (CWM LLC)'s RILY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of BRC Group Holdings (RILY) in Q1 2026, closing a stake of 17 shares.

Carson Wealth (CWM LLC) first reported a position in RILY in Q4 2021 and held it in 17 quarters. The position peaked at $5K in Q4 2021. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining BRC Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17 BRC Group Holdings shares in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in BRC Group Holdings in Q4 2021 and held it in 17 quarters.
  • Carson Wealth (CWM LLC)'s BRC Group Holdings position peaked at $5K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.