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RMG Wealth Management’s BRC Group Holdings RILY Stock Holding History

RMG Wealth Management’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 		– Sell
-1,904
Closed -$17.2K – 687
2026
Q1 		$17.2K Hold
1,904
– – ﹤0.01% 242
2025
Q4 		$18.3K Hold
1,904
– – ﹤0.01% 213
2025
Q3 		$9.88K Hold
1,904
– – ﹤0.01% 229
2025
Q2 		$11.1K Buy
+1,904
New +$5.85K ﹤0.01% 219

Other funds holding RILY

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

RMG Wealth Management's RILY Position: Q2 2026 in Review

RMG Wealth Management sold out of BRC Group Holdings (RILY) in Q2 2026, closing a stake of 1,904 shares — an estimated $17.2K sold.

RMG Wealth Management first reported a position in RILY in Q2 2025 and held it in 4 quarters. The position peaked at $18.3K in Q4 2025. 93 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • RMG Wealth Management reported no remaining BRC Group Holdings position as of Q2 2026 after selling out during the quarter.
  • RMG Wealth Management sold 1,904 BRC Group Holdings shares in Q2 2026, an estimated $17.2K.
  • RMG Wealth Management first reported a position in BRC Group Holdings in Q2 2025 and held it in 4 quarters.
  • RMG Wealth Management's BRC Group Holdings position peaked at $18.3K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.