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Davies Financial Advisors’s BRC Group Holdings RILY Stock Holding History

Davies Financial 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
2025
Q3 		– Sell
-154,495
Closed -$459K – 72
2025
Q2 		$459K Hold
154,495
– – 0.36% 57
2025
Q1 		$598K Hold
154,495
– – 0.51% 40
2024
Q4 		$709K Sell
154,495
-67,465
-30% -$352K 0.6% 36
2024
Q3 		$1.17M Buy
221,960
+108,215
+95% +$1.2M 1.02% 21
2024
Q2 		$2.01M Buy
+113,745
New +$2.93M 1.87% 16

Other funds holding RILY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return