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Kestra Advisory Services’s BRC Group Holdings RILY Stock Holding History

Kestra Advisory Services’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 		– Sell
-5,375
Closed -$25.1K – 4145
2025
Q4 		$25.1K Sell
5,375
-6,000
-53% -$29.7K ﹤0.01% 4390
2025
Q3 		$68K Buy
+11,375
New +$62.9K ﹤0.01% 2846
2025
Q1 		– Sell
-16,100
Closed -$73.9K – 2878
2024
Q4 		$73.9K Buy
+16,100
New +$84K ﹤0.01% 2589

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 $5.72T 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 $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $777B AUM 61.18% 1-Year Est. Return

Kestra Advisory Services's RILY Position: Q1 2026 in Review

Kestra Advisory Services sold out of BRC Group Holdings (RILY) in Q1 2026, closing a stake of 5,375 shares — an estimated $25.1K sold.

Kestra Advisory Services first reported a position in RILY in Q4 2024 and held it in 3 quarters. The position peaked at $73.9K in Q4 2024. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • Kestra Advisory Services reported no remaining BRC Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,375 BRC Group Holdings shares in Q1 2026, an estimated $25.1K.
  • Kestra Advisory Services first reported a position in BRC Group Holdings in Q4 2024 and held it in 3 quarters.
  • Kestra Advisory Services's BRC Group Holdings position peaked at $73.9K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.