MassMutual Private Wealth & Trust’s BRC Group Holdings RILY Stock Holding History

MassMutual Private Wealth & Trust’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	$257	Buy	+32	New	+$272	﹤0.01%	2344
2024 Q3	–	Sell	-42	Closed	-$741	–	2240
2024 Q2	$741	Hold	42	–	–	﹤0.01%	1890
2024 Q1	$889	Buy	+42	New	+$843	﹤0.01%	1734
2023 Q4	–	Sell	-31	Closed	-$1.27K	–	2069
2023 Q3	$1.27K	Hold	31	–	–	﹤0.01%	1625
2023 Q2	$1.43K	Buy	+31	New	+$1.09K	﹤0.01%	1568
2022 Q4	–	Sell	-17	Closed	-$1K	–	1815
2022 Q3	$1K	Buy	+17	New	+$850	﹤0.01%	1497
2022 Q2	–	Sell	-44	Closed	-$3K	–	1681
2022 Q1	$3K	Buy	+44	New	+$2.98K	﹤0.01%	1081

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's RILY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in BRC Group Holdings (RILY) in Q2 2026: 32 shares worth $257. The stake represents ﹤0.01% of the portfolio and ranks #2344 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in RILY as recently as Q2 2024.

MassMutual Private Wealth & Trust first reported a position in RILY in Q1 2022 and has held it in 7 quarters since. The position peaked at $3K in Q1 2022. 94 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

MassMutual Private Wealth & Trust held 32 shares of BRC Group Holdings worth $257 as of Q2 2026.
BRC Group Holdings was a new MassMutual Private Wealth & Trust position in Q2 2026.
BRC Group Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2344 holding.
MassMutual Private Wealth & Trust first reported a position in BRC Group Holdings in Q1 2022 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's BRC Group Holdings position peaked at $3K in Q1 2022.
94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.