Root Financial Partners’s BRC Group Holdings RILY Stock Holding History

Root Financial Partners’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 Q3	$78	Buy	+16	New	+$110	﹤0.01%	3675

Other funds holding RILY

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Root Financial Partners's RILY Position: Q3 2026 in Review

Root Financial Partners opened a new position in BRC Group Holdings (RILY) in Q3 2026: 16 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #3675 among its holdings.

11 funds tracked by Wall St. Rank hold RILY as of Q3 2026.

Root Financial Partners held 16 shares of BRC Group Holdings worth $78 as of Q3 2026.
BRC Group Holdings was a new Root Financial Partners position in Q3 2026.
BRC Group Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3675 holding.
11 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.