Cresset Asset Management’s BRC Group Holdings RILY Stock Holding History

Cresset Asset 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 Q1	–	Sell	-13,263	Closed	-$61.9K	–	1765
2025 Q4	$61.9K	Buy	+13,263	New	+$65.6K	﹤0.01%	1603
2023 Q4	–	Sell	-8,637	Closed	-$354K	–	1908
2023 Q3	$354K	Buy	8,637 +44	+0.5%	+$2.17K	﹤0.01%	1365
2023 Q2	$395K	Buy	8,593 +31	+0.4%	+$1.09K	﹤0.01%	1393
2023 Q1	$243K	Hold	8,562	–	–	﹤0.01%	698
2022 Q4	$293K	Sell	8,562 -447	-5%	-$18.7K	﹤0.01%	535
2022 Q3	$401K	Buy	9,009 +9	+0.1%	+$450	0.01%	575
2022 Q2	$380K	Hold	9,000	–	–	﹤0.01%	641
2022 Q1	$630K	Sell	9,000 -6	-0.1%	-$406	0.01%	536
2021 Q4	$801K	Buy	+9,006	New	+$659K	0.01%	525

Other funds holding RILY

DBA Trading Fort Lauderdale, Florida $199M AUM

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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cresset Asset Management's RILY Position: Q1 2026 in Review

Cresset Asset Management sold out of BRC Group Holdings (RILY) in Q1 2026, closing a stake of 13,263 shares — an estimated $61.9K sold.

Cresset Asset Management first reported a position in RILY in Q4 2021 and held it in 9 quarters. The position peaked at $801K in Q4 2021. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

Cresset Asset Management reported no remaining BRC Group Holdings position as of Q1 2026 after selling out during the quarter.
Cresset Asset Management sold 13,263 BRC Group Holdings shares in Q1 2026, an estimated $61.9K.
Cresset Asset Management first reported a position in BRC Group Holdings in Q4 2021 and held it in 9 quarters.
Cresset Asset Management's BRC Group Holdings position peaked at $801K in Q4 2021.
79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.