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Larson Financial Group’s BRC Group Holdings RILY Stock Holding History

Larson Financial Group’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
2025
Q2 		– Sell
-3
Closed -$12 – 3467
2025
Q1 		$12 Hold
3
– – ﹤0.01% 3051
2024
Q4 		$14 Hold
3
– – ﹤0.01% 2752
2024
Q3 		$16 Hold
3
– – ﹤0.01% 2678
2024
Q2 		$53 Buy
+3
New +$77 ﹤0.01% 2359

Other funds holding RILY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Larson Financial Group's RILY Position: Q2 2025 in Review

Larson Financial Group sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 3 shares — an estimated $12 sold.

Larson Financial Group first reported a position in RILY in Q2 2024 and held it in 4 quarters. The position peaked at $53 in Q2 2024. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

  • Larson Financial Group reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 3 BRC Group Holdings shares in Q2 2025, an estimated $12.
  • Larson Financial Group first reported a position in BRC Group Holdings in Q2 2024 and held it in 4 quarters.
  • Larson Financial Group's BRC Group Holdings position peaked at $53 in Q2 2024.
  • 73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.