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Integrated Wealth Concepts’s BRC Group Holdings RILY Stock Holding History

Integrated Wealth Concepts’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 		$20.1K Buy
+2,500
New +$21.3K ﹤0.01% 4085

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 40.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Integrated Wealth Concepts's RILY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BRC Group Holdings (RILY) in Q2 2026: 2,500 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #4085 among its holdings.

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

  • Integrated Wealth Concepts held 2,500 shares of BRC Group Holdings worth $20.1K as of Q2 2026.
  • BRC Group Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • BRC Group Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4085 holding.
  • 94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.