RIL
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Rothschild Investment LLC’s BRC Group Holdings RILY Stock Holding History

Rothschild Investment LLC’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
Q2 		– Sell
-120
Closed -$464 – 3159
2025
Q1 		$464 Buy
120
+60
+100% +$272 ﹤0.01% 2637
2024
Q4 		$275 Buy
+60
New +$313 ﹤0.01% 2715
2024
Q3 		– Sell
-10
Closed -$176 – 2967
2024
Q2 		$176 Buy
10
+5
+100% +$129 ﹤0.01% 2531
2024
Q1 		$106 Buy
+5
New +$100 ﹤0.01% 2192

Other funds holding RILY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Rothschild Investment LLC's RILY Position: Q2 2025 in Review

Rothschild Investment LLC sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 120 shares — an estimated $464 sold.

Rothschild Investment LLC first reported a position in RILY in Q1 2024 and held it in 4 quarters. The position peaked at $464 in Q1 2025. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

  • Rothschild Investment LLC reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 120 BRC Group Holdings shares in Q2 2025, an estimated $464.
  • Rothschild Investment LLC first reported a position in BRC Group Holdings in Q1 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's BRC Group Holdings position peaked at $464 in Q1 2025.
  • 73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.