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Hennion & Walsh Asset Management’s BRC Group Holdings RILY Stock Holding History

Hennion & Walsh Asset Management’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
-12,111
Closed -$46.9K – 946
2025
Q1 		$46.9K Sell
12,111
-237
-2% -$1.07K ﹤0.01% 863
2024
Q4 		$56.7K Buy
12,348
+114
+0.9% +$595 ﹤0.01% 849
2024
Q3 		$64.2K Sell
12,234
-46
-0.4% -$510 ﹤0.01% 865
2024
Q2 		$217K Sell
12,280
-67
-0.5% -$1.72K 0.01% 792
2024
Q1 		$261K Sell
12,347
-5,037
-29% -$101K 0.01% 737
2023
Q4 		$365K Buy
17,384
+462
+3% +$13.5K 0.02% 627
2023
Q3 		$694K Buy
16,922
+2,592
+18% +$128K 0.04% 441
2023
Q2 		$659K Sell
14,330
-757
-5% -$26.6K 0.04% 443
2023
Q1 		$428K Sell
15,087
-214
-1% -$8.11K 0.03% 540
2022
Q4 		$523K Sell
15,301
-780
-5% -$32.7K 0.03% 491
2022
Q3 		$716K Buy
16,081
+247
+2% +$12.3K 0.05% 404
2022
Q2 		$669K Buy
15,834
+3,408
+27% +$179K 0.04% 422
2022
Q1 		$869K Buy
12,426
+2,197
+21% +$149K 0.05% 376
2021
Q4 		$909K Buy
10,229
+4,194
+69% +$307K 0.04% 384
2021
Q3 		$356K Buy
+6,035
New +$396K 0.02% 594

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

Hennion & Walsh Asset Management's RILY Position: Q2 2025 in Review

Hennion & Walsh Asset Management sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 12,111 shares — an estimated $46.9K sold.

Hennion & Walsh Asset Management first reported a position in RILY in Q3 2021 and held it in 15 quarters. The position peaked at $909K in Q4 2021. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

  • Hennion & Walsh Asset Management reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 12,111 BRC Group Holdings shares in Q2 2025, an estimated $46.9K.
  • Hennion & Walsh Asset Management first reported a position in BRC Group Holdings in Q3 2021 and held it in 15 quarters.
  • Hennion & Walsh Asset Management's BRC Group Holdings position peaked at $909K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.