Glass Jacobson Investment Advisors’s BRC Group Holdings RILY Stock Holding History

Glass Jacobson Investment 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	$3.15K	Hold	391	–	–	﹤0.01%	529
2026 Q1	$2.86K	Hold	391	–	–	﹤0.01%	525
2025 Q4	$1.83K	Hold	391	–	–	﹤0.01%	537
2025 Q3	$2.34K	Hold	391	–	–	﹤0.01%	525
2025 Q2	$1.16K	Hold	391	–	–	﹤0.01%	523
2025 Q1	$1.8K	Hold	391	–	–	﹤0.01%	758
2024 Q4	$1.8K	Hold	391	–	–	﹤0.01%	758
2024 Q3	$2.05K	Hold	391	–	–	﹤0.01%	685
2024 Q2	$6.9K	Buy	391 +9	+2%	+$231	﹤0.01%	595
2024 Q1	$8.1K	Buy	382 +9	+2%	+$181	﹤0.01%	578
2023 Q4	$7.83K	Buy	373 +19	+5%	+$556	﹤0.01%	542
2023 Q3	$14.5K	Buy	354 +8	+2%	+$394	0.01%	459
2023 Q2	$15.9K	Buy	+346	New	+$12.2K	0.01%	453
2022 Q4	$11.1K	Buy	+325	New	+$13.6K	0.01%	504

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Glass Jacobson Investment Advisors's RILY Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its BRC Group Holdings (RILY) position steady in Q2 2026 at 391 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Glass Jacobson Investment Advisors first reported a position in RILY in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.9K in Q2 2023. 94 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

Glass Jacobson Investment Advisors held 391 shares of BRC Group Holdings worth $3.15K as of Q2 2026.
Glass Jacobson Investment Advisors left its BRC Group Holdings share count unchanged in Q2 2026.
BRC Group Holdings made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #529 holding.
Glass Jacobson Investment Advisors first reported a position in BRC Group Holdings in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's BRC Group Holdings position peaked at $15.9K in Q2 2023.
94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.