LFAS
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Level Four Advisory Services’s BRC Group Holdings RILY Stock Holding History

Level Four 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
2025
Q4 		– Sell
-22,000
Closed -$131K – 871
2025
Q3 		$131K Buy
+22,000
New +$122K ﹤0.01% 786

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Level Four Advisory Services's RILY Position: Q4 2025 in Review

Level Four Advisory Services sold out of BRC Group Holdings (RILY) in Q4 2025, closing a stake of 22,000 shares — an estimated $131K sold.

Level Four Advisory Services first reported a position in RILY in Q3 2025 and held it in 1 quarter. The position peaked at $131K in Q3 2025. 75 funds tracked by Wall St. Rank hold RILY as of Q4 2025.

  • Level Four Advisory Services reported no remaining BRC Group Holdings position as of Q4 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 22,000 BRC Group Holdings shares in Q4 2025, an estimated $131K.
  • Level Four Advisory Services first reported a position in BRC Group Holdings in Q3 2025 and held it in 1 quarter.
  • Level Four Advisory Services's BRC Group Holdings position peaked at $131K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.