EverSource Wealth Advisors’s BRC Group Holdings RILY Stock Holding History

EverSource Wealth 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
2026 Q2	–	Sell	-1	Closed	-$4	–	4523
2026 Q1	$4	Hold	1	–	–	﹤0.01%	4376
2025 Q4	$3	Hold	1	–	–	﹤0.01%	4261
2025 Q3	$3	Sell	1 -23	-96%	-$127	﹤0.01%	4316
2025 Q2	$70	Sell	24 -58	-71%	-$178	﹤0.01%	4165
2025 Q1	$317	Buy	+82	New	+$372	﹤0.01%	3592
2024 Q4	–	Sell	-55	Closed	-$289	–	3807
2024 Q3	$289	Buy	55 +24	+77%	+$266	﹤0.01%	2935
2024 Q2	$595	Sell	31 -202	-87%	-$5.2K	﹤0.01%	2853
2024 Q1	$8.02K	Buy	+233	New	+$4.68K	﹤0.01%	1813

Other funds holding RILY

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EverSource Wealth Advisors's RILY Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of BRC Group Holdings (RILY) in Q2 2026, closing a stake of 1 share — an estimated $4 sold.

EverSource Wealth Advisors first reported a position in RILY in Q1 2024 and held it in 8 quarters. The position peaked at $8.02K in Q1 2024. 18 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

EverSource Wealth Advisors reported no remaining BRC Group Holdings position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 1 BRC Group Holdings share in Q2 2026, an estimated $4.
EverSource Wealth Advisors first reported a position in BRC Group Holdings in Q1 2024 and held it in 8 quarters.
EverSource Wealth Advisors's BRC Group Holdings position peaked at $8.02K in Q1 2024.
18 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.