Jim Simons
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Jim Simons’s BRC Group Holdings RILY Stock Holding History

Jim Simons’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
Q1 		$1.83M Buy
+250,218
New +$1.87M ﹤0.01% 1950
2023
Q1 		– Sell
-119,139
Closed -$4.08M – 4317
2022
Q4 		$4.08M Buy
119,139
+81,500
+217% +$3.42M 0.01% 1640
2022
Q3 		$1.68M Sell
37,639
-55,272
-59% -$2.76M ﹤0.01% 2136
2022
Q2 		$3.92M Buy
92,911
+44,472
+92% +$2.33M ﹤0.01% 1737
2022
Q1 		$3.39M Buy
48,439
+5,700
+13% +$386K ﹤0.01% 1846
2021
Q4 		$3.8M Sell
42,739
-40,300
-49% -$2.95M ﹤0.01% 1697
2021
Q3 		$4.9M Buy
83,039
+15,700
+23% +$1.03M 0.01% 1478
2021
Q2 		$5.08M Buy
67,339
+30,500
+83% +$2.13M 0.01% 1625
2021
Q1 		$2.08M Sell
36,839
-19,500
-35% -$1.05M ﹤0.01% 2201
2020
Q4 		$2.49M Buy
56,339
+21,200
+60% +$683K ﹤0.01% 1984
2020
Q3 		$881K Sell
35,139
-51,700
-60% -$1.3M ﹤0.01% 2581
2020
Q2 		$1.89M Sell
86,839
-9,700
-10% -$186K ﹤0.01% 2215
2020
Q1 		$1.78M Buy
96,539
+22,600
+31% +$532K ﹤0.01% 2111
2019
Q4 		$1.86M Buy
73,939
+55,739
+306% +$1.47M ﹤0.01% 2363
2019
Q3 		$430K Buy
+18,200
New +$385K ﹤0.01% 2922
2018
Q3 		– Sell
-33,039
Closed -$745K – 3528
2018
Q2 		$745K Buy
+33,039
New +$686K ﹤0.01% 2705
2018
Q1 		– Sell
-35,826
Closed -$648K – 3536
2017
Q4 		$648K Sell
35,826
-75,496
-68% -$1.32M ﹤0.01% 2822
2017
Q3 		$1.9M Sell
111,322
-87,800
-44% -$1.53M ﹤0.01% 2317
2017
Q2 		$3.69M Buy
199,122
+168,213
+544% +$2.57M ﹤0.01% 1906
2017
Q1 		$464K Buy
+30,909
New +$523K ﹤0.01% 2788

Other funds holding RILY

DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jim Simons's RILY Position: Q1 2026 in Review

Jim Simons opened a new position in BRC Group Holdings (RILY) in Q1 2026: 250,218 shares worth $1.83M. The stake represents ﹤0.01% of the portfolio and ranks #1950 among its holdings. This is a return to the name: Jim Simons previously reported a position in RILY as recently as Q4 2022.

Jim Simons first reported a position in RILY in Q1 2017 and has held it in 20 quarters since. The position peaked at $5.08M in Q2 2021. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • Jim Simons held 250,218 shares of BRC Group Holdings worth $1.83M as of Q1 2026.
  • BRC Group Holdings was a new Jim Simons position in Q1 2026.
  • BRC Group Holdings made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1950 holding.
  • Jim Simons first reported a position in BRC Group Holdings in Q1 2017 and has held it in 20 quarters since.
  • Jim Simons's BRC Group Holdings position peaked at $5.08M in Q2 2021.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.