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Principal Securities’s BRC Group Holdings RILY Stock Holding History

Principal Securities’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
Q4 		– Sell
-108
Closed -$645 – 3054
2025
Q3 		$645 Hold
108
– – ﹤0.01% 3491
2025
Q2 		$321 Buy
+108
New +$332 ﹤0.01% 3551

Other funds holding RILY

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Principal Securities's RILY Position: Q4 2025 in Review

Principal Securities sold out of BRC Group Holdings (RILY) in Q4 2025, closing a stake of 108 shares — an estimated $645 sold.

Principal Securities first reported a position in RILY in Q2 2025 and held it in 2 quarters. The position peaked at $645 in Q3 2025. 75 funds tracked by Wall St. Rank hold RILY as of Q4 2025.

  • Principal Securities reported no remaining BRC Group Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 108 BRC Group Holdings shares in Q4 2025, an estimated $645.
  • Principal Securities first reported a position in BRC Group Holdings in Q2 2025 and held it in 2 quarters.
  • Principal Securities's BRC Group Holdings position peaked at $645 in Q3 2025.
  • 75 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.