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IFP Advisors’s BRC Group Holdings RILY Stock Holding History

IFP 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
2025
Q4 		– Sell
-1,000
Closed -$5.97K – 5014
2025
Q3 		$5.97K Buy
1,000
+692
+225% +$3.83K ﹤0.01% 3147
2025
Q2 		$915 Buy
308
+8
+3% +$25 ﹤0.01% 4248
2025
Q1 		$1.16K Sell
300
-51
-15% -$231 ﹤0.01% 3302
2024
Q4 		$1.61K Hold
351
– – ﹤0.01% 3168
2024
Q3 		$1.84K Hold
351
– – ﹤0.01% 2929
2024
Q2 		$6.19K Sell
351
-40
-10% -$1.03K ﹤0.01% 2502
2024
Q1 		$8.27K Buy
391
+2
+0.5% +$40 ﹤0.01% 2303
2023
Q4 		$8.18K Buy
389
+4
+1% +$117 ﹤0.01% 2259
2023
Q3 		$15.8K Buy
385
+2
+0.5% +$98 ﹤0.01% 2054
2023
Q2 		$17.6K Buy
383
+2
+0.5% +$70 ﹤0.01% 2072
2023
Q1 		$7.94K Buy
381
+291
+323% +$11K ﹤0.01% 2386
2022
Q4 		$3K Buy
90
+13
+17% +$545 ﹤0.01% 4050
2022
Q3 		$2K Buy
77
+2
+3% +$100 ﹤0.01% 4394
2022
Q2 		$2K Hold
75
– – ﹤0.01% 4171
2022
Q1 		$2K Buy
+75
New +$5.08K ﹤0.01% 4169

Other funds holding RILY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $201M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

IFP Advisors's RILY Position: Q4 2025 in Review

IFP Advisors sold out of BRC Group Holdings (RILY) in Q4 2025, closing a stake of 1,000 shares — an estimated $5.97K sold.

IFP Advisors first reported a position in RILY in Q1 2022 and held it in 15 quarters. The position peaked at $17.6K in Q2 2023. 75 funds tracked by Wall St. Rank hold RILY as of Q4 2025.

  • IFP Advisors reported no remaining BRC Group Holdings position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 1,000 BRC Group Holdings shares in Q4 2025, an estimated $5.97K.
  • IFP Advisors first reported a position in BRC Group Holdings in Q1 2022 and held it in 15 quarters.
  • IFP Advisors's BRC Group Holdings position peaked at $17.6K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.