Regatta Research & Money Management’s BRC Group Holdings RILY Stock Holding History

Regatta Research & Money Management’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	$77.6K	Buy	+9,650	New	+$82K	0.07%	208

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

Regatta Research & Money Management's RILY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in BRC Group Holdings (RILY) in Q2 2026: 9,650 shares worth $77.6K. The stake represents 0.07% of the portfolio and ranks #208 among its holdings.

52 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

Regatta Research & Money Management held 9,650 shares of BRC Group Holdings worth $77.6K as of Q2 2026.
BRC Group Holdings was a new Regatta Research & Money Management position in Q2 2026.
BRC Group Holdings made up 0.07% of Regatta Research & Money Management's portfolio in Q2 2026, its #208 holding.
52 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.