Fortitude Family Office’s BRC Group Holdings RILY Stock Holding History

Fortitude Family Office’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 Q3	$743	Hold	152	–	–	﹤0.01%	2316
2026 Q2	$1.22K	Hold	152	–	–	﹤0.01%	1677
2026 Q1	$1.11K	Hold	152	–	–	﹤0.01%	1482
2025 Q4	$710	Hold	152	–	–	﹤0.01%	1584
2025 Q3	$908	Buy	+152	New	+$840	﹤0.01%	1589

Other funds holding RILY

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's RILY Position: Q3 2026 in Review

Fortitude Family Office held its BRC Group Holdings (RILY) position steady in Q3 2026 at 152 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Fortitude Family Office first reported a position in RILY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.22K in Q2 2026. 5 funds tracked by Wall St. Rank hold RILY as of Q3 2026.

Fortitude Family Office held 152 shares of BRC Group Holdings worth $743 as of Q3 2026.
Fortitude Family Office left its BRC Group Holdings share count unchanged in Q3 2026.
BRC Group Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2316 holding.
Fortitude Family Office first reported a position in BRC Group Holdings in Q3 2025 and has held it in 5 quarters since.
Fortitude Family Office's BRC Group Holdings position peaked at $1.22K in Q2 2026.
5 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.