GRP
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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
2026
Q2 		$718K Buy
+89,289
New +$759K 0.01% 870
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

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Global Retirement Partners's RILY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BRC Group Holdings (RILY) in Q2 2026: 89,289 shares worth $718K. The stake represents 0.01% of the portfolio and ranks #870 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RILY as recently as Q4 2024.

Global Retirement Partners first reported a position in RILY in Q1 2022 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • Global Retirement Partners held 89,289 shares of BRC Group Holdings worth $718K as of Q2 2026.
  • BRC Group Holdings was a new Global Retirement Partners position in Q2 2026.
  • BRC Group Holdings made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #870 holding.
  • Global Retirement Partners first reported a position in BRC Group Holdings in Q1 2022 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.