RI
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Ridgewood Investments’s BRC Group Holdings RILY Stock Holding History

Ridgewood Investments’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
-1,500
Closed -$4.46K – 572
2025
Q2 		$4.46K Hold
1,500
– – ﹤0.01% 607
2025
Q1 		$5.8K Sell
1,500
-300
-17% -$1.36K ﹤0.01% 544
2024
Q4 		$8.26K Sell
1,800
-304
-14% -$1.58K ﹤0.01% 519
2024
Q3 		$11K Sell
2,104
-16,300
-89% -$181K 0.01% 496
2024
Q2 		$325K Sell
18,404
-1,085
-6% -$27.9K 0.16% 142
2024
Q1 		$413K Buy
19,489
+4,866
+33% +$97.7K 0.22% 128
2023
Q4 		$307K Buy
14,623
+4,464
+44% +$131K 0.18% 141
2023
Q3 		$416K Buy
10,159
+27
+0.3% +$1.33K 0.27% 113
2023
Q2 		$466K Buy
10,132
+237
+2% +$8.34K 0.26% 109
2023
Q1 		$281K Buy
9,895
+41
+0.4% +$1.55K 0.17% 137
2022
Q4 		$337K Buy
9,854
+28
+0.3% +$1.17K 0.24% 131
2022
Q3 		$437K Buy
9,826
+23
+0.2% +$1.15K 0.36% 97
2022
Q2 		$414K Buy
9,803
+24
+0.2% +$1.26K 0.33% 104
2022
Q1 		$684K Buy
9,779
+17
+0.2% +$1.15K 0.45% 77
2021
Q4 		$867K Buy
9,762
+58
+0.6% +$4.24K 0.55% 59
2021
Q3 		$573K Buy
9,704
+34
+0.4% +$2.23K 0.39% 92
2021
Q2 		$730K Buy
9,670
+44
+0.5% +$3.08K 0.47% 76
2021
Q1 		$543K Buy
9,626
+73
+0.8% +$3.94K 0.33% 99
2020
Q4 		$239K Hold
9,553
– – 0.19% 139
2020
Q3 		$239K Buy
9,553
+13
+0.1% +$327 0.19% 140
2020
Q2 		$208K Buy
+9,540
New +$183K 0.17% 153

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

Ridgewood Investments's RILY Position: Q3 2025 in Review

Ridgewood Investments sold out of BRC Group Holdings (RILY) in Q3 2025, closing a stake of 1,500 shares — an estimated $4.46K sold.

Ridgewood Investments first reported a position in RILY in Q2 2020 and held it in 21 quarters. The position peaked at $867K in Q4 2021. 72 funds tracked by Wall St. Rank hold RILY as of Q3 2025.

  • Ridgewood Investments reported no remaining BRC Group Holdings position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,500 BRC Group Holdings shares in Q3 2025, an estimated $4.46K.
  • Ridgewood Investments first reported a position in BRC Group Holdings in Q2 2020 and held it in 21 quarters.
  • Ridgewood Investments's BRC Group Holdings position peaked at $867K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.