Simplex Trading
RILY icon

Simplex Trading’s BRC Group Holdings RILY Stock Holding History

Simplex Trading’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 		$228K Buy
+28,383
New +$241K ﹤0.01% 4546
2026
Q1 		– Sell
-23,824
Closed -$178K – 9972
2025
Q4 		$111K Sell
23,824
-136,012
-85% -$673K ﹤0.01% 4889
2025
Q3 		$955K Buy
159,836
+81,549
+104% +$451K ﹤0.01% 3100
2025
Q2 		$232K Buy
78,287
+3,303
+4% +$10.1K ﹤0.01% 4357
2025
Q1 		$290K Buy
74,984
+7,509
+11% +$34.1K ﹤0.01% 3950
2024
Q4 		$309K Buy
+67,475
New +$352K ﹤0.01% 4039
2024
Q3 		– Sell
-22,357
Closed -$248K – 9404
2024
Q2 		$394K Sell
22,357
-63,185
-74% -$1.63M ﹤0.01% 3912
2024
Q1 		$1.81M Buy
+85,542
New +$1.72M ﹤0.01% 2500
2023
Q4 		– Sell
-4,962
Closed -$145K – 9667
2023
Q3 		$203K Buy
+4,962
New +$244K ﹤0.01% 4337
2022
Q2 		– Sell
-4,342
Closed -$228K – 10904
2022
Q1 		$303K Sell
4,342
-9,017
-67% -$610K ﹤0.01% 4540
2021
Q4 		$1.19M Sell
13,359
-21,666
-62% -$1.59M ﹤0.01% 2642
2021
Q3 		$2.71M Buy
35,025
+600
+2% +$39.3K ﹤0.01% 1781
2021
Q2 		$2.6M Buy
34,425
+19,537
+131% +$1.37M ﹤0.01% 1838
2021
Q1 		$839K Buy
+14,888
New +$803K ﹤0.01% 2624
2020
Q1 		– Sell
-321
Closed -$7.56K – 8152
2019
Q4 		$8K Buy
+321
New +$8.44K ﹤0.01% 6509
2018
Q4 		– Sell
-53
Closed -$974 – 7672
2018
Q3 		$1K Buy
+53
New +$1.18K ﹤0.01% 7224

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

Simplex Trading's RILY Position: Q2 2026 in Review

Simplex Trading opened a new position in BRC Group Holdings (RILY) in Q2 2026: 28,383 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #4546 among its holdings. This is a return to the name: Simplex Trading previously reported a position in RILY as recently as Q4 2025.

Simplex Trading first reported a position in RILY in Q3 2018 and has held it in 16 quarters since. The position peaked at $2.71M in Q3 2021. 94 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • Simplex Trading held 28,383 shares of BRC Group Holdings worth $228K as of Q2 2026.
  • BRC Group Holdings was a new Simplex Trading position in Q2 2026.
  • BRC Group Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4546 holding.
  • Simplex Trading first reported a position in BRC Group Holdings in Q3 2018 and has held it in 16 quarters since.
  • Simplex Trading's BRC Group Holdings position peaked at $2.71M in Q3 2021.
  • 94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.