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 Q2	$23.6K	Sell	3,125 -691	-18%	-$5.87K	﹤0.01%	3437
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

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 $60.8B AUM 26.63% 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

Jones Financial Companies's RILY Position: Q2 2026 in Review

Jones Financial Companies reduced its BRC Group Holdings (RILY) stake by 18% in Q2 2026, selling an estimated $5.87K and leaving 3,125 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

Jones Financial Companies first reported a position in RILY in Q3 2024 and has held it in 8 quarters since. The position peaked at $107K in Q3 2025. 94 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

Jones Financial Companies held 3,125 shares of BRC Group Holdings worth $23.6K as of Q2 2026.
Jones Financial Companies sold 691 BRC Group Holdings shares in Q2 2026, an estimated $5.87K.
BRC Group Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3437 holding.
Jones Financial Companies first reported a position in BRC Group Holdings in Q3 2024 and has held it in 8 quarters since.
Jones Financial Companies's BRC Group Holdings position peaked at $107K in Q3 2025.
94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.