Global Retirement Partners’s BRC Group Holdings RILY Stock Holding History

Global Retirement Partners’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
2024 Q4	$1.38K	Buy	300 +150	+100%	+$782	﹤0.01%	3193
2024 Q3	$788	Buy	+150	New	+$1.66K	﹤0.01%	3203
2024 Q2	–	Sell	-300	Closed	-$6.35K	–	3626
2024 Q1	$6.35K	Sell	300 -200	-40%	-$4.01K	﹤0.01%	2304
2023 Q4	$11.6K	Buy	+500	New	+$14.6K	﹤0.01%	2013
2022 Q4	–	Sell	-615	Closed	-$25K	–	3081
2022 Q3	$25K	Buy	615 +321	+109%	+$16K	﹤0.01%	1301
2022 Q2	$12K	Buy	294 +89	+43%	+$4.67K	﹤0.01%	1562
2022 Q1	$10K	Buy	+205	New	+$13.9K	﹤0.01%	1632

Other funds holding RILY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Global Retirement Partners's RILY Position: Q4 2024 in Review

Global Retirement Partners increased its BRC Group Holdings (RILY) stake by 100% in Q4 2024, buying an estimated $782 and bringing the position to 300 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

Global Retirement Partners first reported a position in RILY in Q1 2022 and has held it in 7 quarters since. The position peaked at $25K in Q3 2022. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

Global Retirement Partners held 300 shares of BRC Group Holdings worth $1.38K as of Q4 2024.
Global Retirement Partners bought 150 BRC Group Holdings shares in Q4 2024, an estimated $782.
BRC Group Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3193 holding.
Global Retirement Partners first reported a position in BRC Group Holdings in Q1 2022 and has held it in 7 quarters since.
Global Retirement Partners's BRC Group Holdings position peaked at $25K in Q3 2022.
92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.