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Institute for Wealth Management’s BRC Group Holdings RILY Stock Holding History

Institute for Wealth 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
2026
Q2 		$780 Buy
+97
New +$825 ﹤0.01% 1680

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's RILY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BRC Group Holdings (RILY) in Q2 2026: 97 shares worth $780. The stake represents ﹤0.01% of the portfolio and ranks #1680 among its holdings.

32 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • Institute for Wealth Management held 97 shares of BRC Group Holdings worth $780 as of Q2 2026.
  • BRC Group Holdings was a new Institute for Wealth Management position in Q2 2026.
  • BRC Group Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1680 holding.
  • 32 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.