Clearstead Advisors’s BRC Group Holdings RILY Stock Holding History

Clearstead 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	$81	Hold	10	–	–	﹤0.01%	3400
2026 Q1	$74	Sell	10 -17,500	-100%	-$131K	﹤0.01%	2204
2025 Q4	$81.8K	Hold	17,510	–	–	﹤0.01%	1185
2025 Q3	$105K	Hold	17,510	–	–	﹤0.01%	1043
2025 Q2	$52K	Hold	17,510	–	–	﹤0.01%	1280
2025 Q1	$67.8K	Buy	17,510 +17,500	+175,000%	+$79.4K	﹤0.01%	1094
2024 Q4	$46	Hold	10	–	–	﹤0.01%	2066
2024 Q3	$53	Hold	10	–	–	﹤0.01%	2013
2024 Q2	$177	Hold	10	–	–	﹤0.01%	1976
2024 Q1	$350	Hold	10	–	–	﹤0.01%	1474
2023 Q4	$210	Sell	10 -10	-50%	-$292	﹤0.01%	1485
2023 Q3	$820	Buy	20 +10	+100%	+$492	﹤0.01%	1464
2023 Q2	$460	Hold	10	–	–	﹤0.01%	1307
2023 Q1	$284	Hold	10	–	–	﹤0.01%	1333
2022 Q4	$342	Hold	10	–	–	﹤0.01%	1255
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1339
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1415
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1315
2021 Q4	$1K	Buy	+10	New	+$732	﹤0.01%	1207
2021 Q1	–	Sell	-200	Closed	-$9K	–	1169
2020 Q4	$9K	Buy	+200	New	+$6.45K	﹤0.01%	738

Other funds holding RILY

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Clearstead Advisors's RILY Position: Q2 2026 in Review

Clearstead Advisors held its BRC Group Holdings (RILY) position steady in Q2 2026 at 10 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Clearstead Advisors first reported a position in RILY in Q4 2020 and has held it in 20 quarters since. The position peaked at $105K in Q3 2025. 33 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

Clearstead Advisors held 10 shares of BRC Group Holdings worth $81 as of Q2 2026.
Clearstead Advisors left its BRC Group Holdings share count unchanged in Q2 2026.
BRC Group Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3400 holding.
Clearstead Advisors first reported a position in BRC Group Holdings in Q4 2020 and has held it in 20 quarters since.
Clearstead Advisors's BRC Group Holdings position peaked at $105K in Q3 2025.
33 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.