Principal Financial Group
RILY icon

Principal Financial Group’s BRC Group Holdings RILY Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-55,535
Closed -$165K – 2324
2025
Q2 		$165K Buy
+55,535
New +$171K ﹤0.01% 2147
2024
Q3 		– Sell
-81,840
Closed -$1.44M – 2377
2024
Q2 		$1.44M Sell
81,840
-4,756
-5% -$122K ﹤0.01% 1813
2024
Q1 		$1.83M Buy
86,596
+255
+0.3% +$5.12K ﹤0.01% 1790
2023
Q4 		$1.81M Sell
86,341
-2,103
-2% -$61.5K ﹤0.01% 1776
2023
Q3 		$3.63M Sell
88,444
-1,557
-2% -$76.7K ﹤0.01% 1634
2023
Q2 		$4.14M Sell
90,001
-7,064
-7% -$249K ﹤0.01% 1602
2023
Q1 		$2.76M Sell
97,065
-2,086
-2% -$79K ﹤0.01% 1705
2022
Q4 		$3.39M Buy
99,151
+289
+0.3% +$12.1K ﹤0.01% 1656
2022
Q3 		$4.4M Sell
98,862
-3,499
-3% -$175K ﹤0.01% 1532
2022
Q2 		$4.33M Sell
102,361
-52,548
-34% -$2.76M ﹤0.01% 1598
2022
Q1 		$10.8M Sell
154,909
-22,612
-13% -$1.53M 0.01% 1325
2021
Q4 		$15.8M Buy
177,521
+20,424
+13% +$1.49M 0.01% 1119
2021
Q3 		$9.28M Sell
157,097
-11,001
-7% -$721K 0.01% 1440
2021
Q2 		$12.7M Buy
168,098
+139,413
+486% +$9.76M 0.01% 1305
2021
Q1 		$1.62M Buy
28,685
+3,581
+14% +$193K ﹤0.01% 1898
2020
Q4 		$1.11M Buy
25,104
+17,039
+211% +$549K ﹤0.01% 1921
2020
Q3 		$202K Buy
+8,065
New +$203K ﹤0.01% 2207

Other funds holding RILY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Principal Financial Group's RILY Position: Q3 2025 in Review

Principal Financial Group sold out of BRC Group Holdings (RILY) in Q3 2025, closing a stake of 55,535 shares — an estimated $165K sold.

Principal Financial Group first reported a position in RILY in Q3 2020 and held it in 17 quarters. The position peaked at $15.8M in Q4 2021. 72 funds tracked by Wall St. Rank hold RILY as of Q3 2025.

  • Principal Financial Group reported no remaining BRC Group Holdings position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 55,535 BRC Group Holdings shares in Q3 2025, an estimated $165K.
  • Principal Financial Group first reported a position in BRC Group Holdings in Q3 2020 and held it in 17 quarters.
  • Principal Financial Group's BRC Group Holdings position peaked at $15.8M in Q4 2021.
  • 72 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.