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Greykasell Wealth Strategies’s BRC Group Holdings RILY Stock Holding History

Greykasell Wealth Strategies’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
2025
Q2 		– Sell
-806
Closed -$3.12K – 342
2025
Q1 		$3.12K Buy
+806
New +$3.65K ﹤0.01% 318

Other funds holding RILY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Greykasell Wealth Strategies's RILY Position: Q2 2025 in Review

Greykasell Wealth Strategies sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 806 shares — an estimated $3.12K sold.

Greykasell Wealth Strategies first reported a position in RILY in Q1 2025 and held it in 1 quarter. The position peaked at $3.12K in Q1 2025. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

  • Greykasell Wealth Strategies reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 806 BRC Group Holdings shares in Q2 2025, an estimated $3.12K.
  • Greykasell Wealth Strategies first reported a position in BRC Group Holdings in Q1 2025 and held it in 1 quarter.
  • Greykasell Wealth Strategies's BRC Group Holdings position peaked at $3.12K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.