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Chesapeake Asset Management’s BRC Group Holdings RILY Stock Holding History

Chesapeake Asset Management’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
Q1 		– Sell
-10
Closed -$2.85K – 594
2024
Q4 		$2.85K Sell
10
-10
-50% -$52 ﹤0.01% 278
2024
Q3 		$8.58K Sell
20
-66
-77% -$732 0.01% 224
2024
Q2 		$2.88K Sell
86
-34
-28% -$874 ﹤0.01% 273
2024
Q1 		$15.9K Buy
+120
New +$2.41K 0.02% 178
2023
Q2 		– Sell
-14
Closed -$3.09K – 479
2023
Q1 		$3.09K Buy
+14
New +$530 ﹤0.01% 339

Other funds holding RILY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Federated Hermes
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

Chesapeake Asset Management's RILY Position: Q2 2025 in Review

Chesapeake Asset Management sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 2,000 shares — an estimated $7.74K sold.

Chesapeake Asset Management first reported a position in RILY in Q1 2023 and held it in 9 quarters. The position peaked at $63.9K in Q1 2023. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

  • Chesapeake Asset Management reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Chesapeake Asset Management sold 2,000 BRC Group Holdings shares in Q2 2025, an estimated $7.74K.
  • Chesapeake Asset Management first reported a position in BRC Group Holdings in Q1 2023 and held it in 9 quarters.
  • Chesapeake Asset Management's BRC Group Holdings position peaked at $63.9K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.