C
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Covestor’s BRC Group Holdings RILY Stock Holding History

Covestor’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
-15
Closed – – 2695
2025
Q4 		$0 Hold
15
– – ﹤0.01% 2665
2025
Q3 		$0 Hold
15
– – ﹤0.01% 2687
2025
Q2 		$0 Sell
15
-1
-6% -$3 ﹤0.01% 2667
2025
Q1 		$0 Hold
16
– – ﹤0.01% 2647
2024
Q4 		$0 Buy
16
+14
+700% +$73 ﹤0.01% 2650
2024
Q3 		$0 Sell
2
-1
-33% -$11 ﹤0.01% 2665
2024
Q2 		$0 Sell
3
-2
-40% -$51 ﹤0.01% 2662
2024
Q1 		$0 Buy
5
+2
+67% +$40 ﹤0.01% 2646
2023
Q4 		$0 Hold
3
– – ﹤0.01% 2616
2023
Q3 		$0 Sell
3
-1
-25% -$49 ﹤0.01% 2608
2023
Q2 		$0 Hold
4
– – ﹤0.01% 2556
2023
Q1 		$0 Sell
4
-1
-20% -$38 ﹤0.01% 2480
2022
Q4 		$0 Buy
+5
New +$210 ﹤0.01% 2505

Other funds holding RILY

DT
DBA Trading Fort Lauderdale, Florida $201M AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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 $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Covestor's RILY Position: Q1 2026 in Review

Covestor sold out of BRC Group Holdings (RILY) in Q1 2026, closing a stake of 15 shares.

Covestor first reported a position in RILY in Q4 2022 and held it in 13 quarters. The position peaked at $0 in Q4 2025. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • Covestor reported no remaining BRC Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 15 BRC Group Holdings shares in Q1 2026.
  • Covestor first reported a position in BRC Group Holdings in Q4 2022 and held it in 13 quarters.
  • Covestor's BRC Group Holdings position peaked at $0 in Q4 2025.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.