Nisa Investment Advisors
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Nisa Investment Advisors’s BRC Group Holdings RILY Stock Holding History

Nisa Investment Advisors’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
Q2 		– Sell
-29
Closed -$112 – 3085
2025
Q1 		$112 Buy
29
+20
+222% +$91 ﹤0.01% 2958
2024
Q4 		$41 Hold
9
– – ﹤0.01% 2996
2024
Q3 		$47 Sell
9
-1,263
-99% -$14K ﹤0.01% 2939
2024
Q2 		$22.4K Sell
1,272
-1,588
-56% -$40.8K ﹤0.01% 1906
2024
Q1 		$60.5K Sell
2,860
-1,416
-33% -$28.4K ﹤0.01% 1612
2023
Q4 		$89.8K Buy
4,276
+323
+8% +$9.45K ﹤0.01% 1467
2023
Q3 		$162K Buy
3,953
+2,900
+275% +$143K ﹤0.01% 1365
2023
Q2 		$48.4K Sell
1,053
-15,187
-94% -$535K ﹤0.01% 1759
2023
Q1 		$461K Sell
16,240
-1,920
-11% -$72.7K ﹤0.01% 1091
2022
Q4 		$621K Buy
18,160
+4,485
+33% +$188K ﹤0.01% 1055
2022
Q3 		$603K Buy
13,675
+1,115
+9% +$55.7K 0.01% 969
2022
Q2 		$531K Sell
12,560
-2,760
-18% -$145K ﹤0.01% 1034
2022
Q1 		$1.07M Sell
15,320
-1,380
-8% -$93.4K 0.01% 837
2021
Q4 		$1.03M Buy
16,700
+2,100
+14% +$154K 0.01% 818
2021
Q3 		$862 Buy
14,600
+7,300
+100% +$478K 0.01% 960
2021
Q2 		$551 Sell
7,300
-10,300
-59% -$721K ﹤0.01% 1110
2021
Q1 		$992 Buy
+17,600
New +$949K 0.01% 955
2020
Q1 		– Sell
-5,100
Closed -$128K – 2123
2019
Q4 		$128K Buy
5,100
+2,000
+65% +$52.6K ﹤0.01% 1397
2019
Q3 		$73K Buy
+3,100
New +$65.6K ﹤0.01% 1500

Other funds holding RILY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Nisa Investment Advisors's RILY Position: Q2 2025 in Review

Nisa Investment Advisors sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 29 shares — an estimated $112 sold.

Nisa Investment Advisors first reported a position in RILY in Q3 2019 and held it in 19 quarters. The position peaked at $1.07M in Q1 2022. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

  • Nisa Investment Advisors reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 29 BRC Group Holdings shares in Q2 2025, an estimated $112.
  • Nisa Investment Advisors first reported a position in BRC Group Holdings in Q3 2019 and held it in 19 quarters.
  • Nisa Investment Advisors's BRC Group Holdings position peaked at $1.07M in Q1 2022.
  • 73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Nisa Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.