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Compass Financial Management’s BRC Group Holdings RILY Stock Holding History

Compass Financial 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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Compass Financial Management's RILY Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.