Jones Financial Companies
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Jones Financial Companies’s BRC Group Holdings RILY Stock Holding History

Jones Financial Companies’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 		$25.9K Sell
3,816
-5,275
-58% -$39.4K ﹤0.01% 3193
2025
Q4 		$42.5K Sell
9,091
-7,959
-47% -$39.4K ﹤0.01% 2604
2025
Q3 		$107K Sell
17,050
-10,630
-38% -$58.8K ﹤0.01% 2060
2025
Q2 		$81.1K Buy
27,680
+6,110
+28% +$18.8K ﹤0.01% 2022
2025
Q1 		$86.3K Buy
21,570
+11,860
+122% +$53.8K ﹤0.01% 1847
2024
Q4 		$44.6K Buy
9,710
+8,865
+1,049% +$46.2K ﹤0.01% 1921
2024
Q3 		$4.48K Buy
+845
New +$9.38K ﹤0.01% 2477

Other funds holding RILY

DT
DBA Trading Fort Lauderdale, Florida $201M 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 $86.6B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $77.3B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return