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COMPASS FINANCIAL MANAGEMENT LLC’s BRC Group Holdings RILY Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$2.49K Buy
+310
New +$2.63K ﹤0.01% 1289

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's RILY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BRC Group Holdings (RILY) in Q2 2026: 310 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #1289 among its holdings.

49 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 310 shares of BRC Group Holdings worth $2.49K as of Q2 2026.
  • BRC Group Holdings was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • BRC Group Holdings made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1289 holding.
  • 49 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.