Creative Planning
RILY icon

Creative Planning’s BRC Group Holdings RILY Stock Holding History

Creative Planning’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
2024
Q4 		– Sell
-40,087
Closed -$210K – 3663
2024
Q3 		$210K Buy
40,087
+1,388
+4% +$15.4K ﹤0.01% 2795
2024
Q2 		$683K Buy
38,699
+293
+0.8% +$7.54K ﹤0.01% 1698
2024
Q1 		$813K Buy
38,406
+2,382
+7% +$47.8K ﹤0.01% 1491
2023
Q4 		$756K Buy
36,024
+19,874
+123% +$581K ﹤0.01% 1419
2023
Q3 		$662K Sell
16,150
-954
-6% -$47K ﹤0.01% 1380
2023
Q2 		$786K Buy
+17,104
New +$602K ﹤0.01% 1259
2023
Q1 		– Sell
-14,529
Closed -$497K – 2751
2022
Q4 		$497K Buy
14,529
+9,328
+179% +$391K ﹤0.01% 1434
2022
Q3 		$232K Buy
+5,201
New +$260K ﹤0.01% 1810
2017
Q3 		– Sell
-113
Closed -$2K – 3329
2017
Q2 		$2K Buy
+113
New +$1.73K ﹤0.01% 4328

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Creative Planning's RILY Position: Q4 2024 in Review

Creative Planning sold out of BRC Group Holdings (RILY) in Q4 2024, closing a stake of 40,087 shares — an estimated $210K sold.

Creative Planning first reported a position in RILY in Q2 2017 and held it in 9 quarters. The position peaked at $813K in Q1 2024. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

  • Creative Planning reported no remaining BRC Group Holdings position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 40,087 BRC Group Holdings shares in Q4 2024, an estimated $210K.
  • Creative Planning first reported a position in BRC Group Holdings in Q2 2017 and held it in 9 quarters.
  • Creative Planning's BRC Group Holdings position peaked at $813K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.