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Lindbrook Capital’s BRC Group Holdings RILY Stock Holding History

Lindbrook Capital’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
2024
Q4 		– Sell
-73
Closed -$383 – 2889
2024
Q3 		$383 Sell
73
-20
-22% -$222 ﹤0.01% 2725
2024
Q2 		$1.64K Buy
+93
New +$2.39K ﹤0.01% 2402
2023
Q4 		– Sell
-58
Closed -$2.38K – 2801
2023
Q3 		$2.38K Buy
58
+12
+26% +$591 ﹤0.01% 2062
2023
Q2 		$2.12K Buy
+46
New +$1.62K ﹤0.01% 2129
2022
Q4 		– Sell
-8
Closed – – 2980
2022
Q3 		$0 Buy
+8
New +$400 ﹤0.01% 2866

Other funds holding RILY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Lindbrook Capital's RILY Position: Q4 2024 in Review

Lindbrook Capital sold out of BRC Group Holdings (RILY) in Q4 2024, closing a stake of 73 shares — an estimated $383 sold.

Lindbrook Capital first reported a position in RILY in Q3 2022 and held it in 5 quarters. The position peaked at $2.38K in Q3 2023. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

  • Lindbrook Capital reported no remaining BRC Group Holdings position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 73 BRC Group Holdings shares in Q4 2024, an estimated $383.
  • Lindbrook Capital first reported a position in BRC Group Holdings in Q3 2022 and held it in 5 quarters.
  • Lindbrook Capital's BRC Group Holdings position peaked at $2.38K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.