John Overdeck’s BRC Group Holdings RILY Stock Holding History

John Overdeck’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	$904K	Buy	112,497 +43,349	+63%	+$368K	﹤0.01%	3697
2026 Q1	$506K	Sell	69,148 -16,791	-20%	-$125K	﹤0.01%	3738
2025 Q4	$401K	Sell	85,939 -84,038	-49%	-$416K	﹤0.01%	3436
2025 Q3	$1.02M	Buy	169,977 +143,877	+551%	+$795K	﹤0.01%	2563
2025 Q2	$77.5K	Sell	26,100 -25,470	-49%	-$78.3K	﹤0.01%	3025
2025 Q1	$200K	Buy	51,570 +2,350	+5%	+$10.7K	﹤0.01%	2854
2024 Q4	$226K	Sell	49,220 -139,740	-74%	-$729K	﹤0.01%	2839
2024 Q3	$992K	Buy	+188,960	New	+$2.1M	﹤0.01%	2128
2024 Q1	–	Sell	-100,287	Closed	-$2.11M	–	3325
2023 Q4	$2.11M	Buy	100,287 +64,095	+177%	+$1.87M	﹤0.01%	1503
2023 Q3	$1.48M	Buy	+36,192	New	+$1.78M	﹤0.01%	1670
2017 Q3	–	Sell	-83,306	Closed	-$1.54M	–	3120
2017 Q2	$1.54M	Buy	+83,306	New	+$1.27M	0.01%	1597

Other funds holding RILY

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

John Overdeck's RILY Position: Q2 2026 in Review

John Overdeck increased its BRC Group Holdings (RILY) stake by 63% in Q2 2026, buying an estimated $368K and bringing the position to 112,497 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

John Overdeck first reported a position in RILY in Q2 2017 and has held it in 11 quarters since. The position peaked at $2.11M in Q4 2023. 93 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

John Overdeck held 112,497 shares of BRC Group Holdings worth $904K as of Q2 2026.
John Overdeck bought 43,349 BRC Group Holdings shares in Q2 2026, an estimated $368K.
BRC Group Holdings made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3697 holding.
John Overdeck first reported a position in BRC Group Holdings in Q2 2017 and has held it in 11 quarters since.
John Overdeck's BRC Group Holdings position peaked at $2.11M in Q4 2023.
93 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.