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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
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

DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RMG Wealth Management's RILY Position: Q1 2026 in Review

RMG Wealth Management held its BRC Group Holdings (RILY) position steady in Q1 2026 at 1,904 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

RMG Wealth Management first reported a position in RILY in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.3K in Q4 2025. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • RMG Wealth Management held 1,904 shares of BRC Group Holdings worth $17.2K as of Q1 2026.
  • RMG Wealth Management left its BRC Group Holdings share count unchanged in Q1 2026.
  • BRC Group Holdings made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #242 holding.
  • RMG Wealth Management first reported a position in BRC Group Holdings in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's BRC Group Holdings position peaked at $18.3K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.