Marshall Wace
RILY icon

Marshall Wace’s BRC Group Holdings RILY Stock Holding History

Marshall Wace’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 		$3.62M Buy
+449,676
New +$3.82M ﹤0.01% 1540
2024
Q3 		– Sell
-28,877
Closed -$509K – 2890
2024
Q2 		$509K Buy
+28,877
New +$743K ﹤0.01% 1955
2024
Q1 		– Sell
-144,278
Closed -$3.03M – 2751
2023
Q4 		$3.03M Sell
144,278
-229,670
-61% -$6.72M 0.01% 1071
2023
Q3 		$15.3M Buy
373,948
+86,314
+30% +$4.25M 0.03% 508
2023
Q2 		$13.2M Buy
287,634
+177,651
+162% +$6.25M 0.03% 626
2023
Q1 		$3.12M Sell
109,983
-350,852
-76% -$13.3M 0.01% 1228
2022
Q4 		$15.8M Buy
460,835
+455,335
+8,279% +$19.1M 0.04% 568
2022
Q3 		$244K Sell
5,500
-55,137
-91% -$2.76M ﹤0.01% 3020
2022
Q2 		$2.56M Buy
+60,637
New +$3.18M 0.01% 1812
2021
Q3 		– Sell
-61,783
Closed -$4.67M – 3361
2021
Q2 		$4.67M Buy
61,783
+15,426
+33% +$1.08M 0.02% 887
2021
Q1 		$2.61M Buy
+46,357
New +$2.5M 0.01% 1178
2020
Q4 		– Sell
-25,204
Closed -$632K – 2125
2020
Q3 		$632K Buy
+25,204
New +$634K ﹤0.01% 1168
2020
Q1 		– Sell
-52,704
Closed -$1.33M – 1995
2019
Q4 		$1.33M Buy
+52,704
New +$1.39M 0.01% 915
2019
Q1 		– Sell
-7,087
Closed -$101K – 2011
2018
Q4 		$101K Buy
+7,087
New +$130K ﹤0.01% 1366

Other funds holding RILY

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace's RILY Position: Q2 2026 in Review

Marshall Wace opened a new position in BRC Group Holdings (RILY) in Q2 2026: 449,676 shares worth $3.62M. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings. This is a return to the name: Marshall Wace previously reported a position in RILY as recently as Q2 2024.

Marshall Wace first reported a position in RILY in Q4 2018 and has held it in 14 quarters since. The position peaked at $15.8M in Q4 2022. 94 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • Marshall Wace held 449,676 shares of BRC Group Holdings worth $3.62M as of Q2 2026.
  • BRC Group Holdings was a new Marshall Wace position in Q2 2026.
  • BRC Group Holdings made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1540 holding.
  • Marshall Wace first reported a position in BRC Group Holdings in Q4 2018 and has held it in 14 quarters since.
  • Marshall Wace's BRC Group Holdings position peaked at $15.8M in Q4 2022.
  • 94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.