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 		$314K Sell
39,100
-43,900
-53% -$373K ﹤0.01% 4170
2026
Q1 		$608K Sell
83,000
-12,700
-13% -$94.7K ﹤0.01% 3046
2025
Q4 		$447K Sell
95,700
-10,600
-10% -$52.5K ﹤0.01% 3408
2025
Q3 		$635K Buy
106,300
+24,400
+30% +$135K ﹤0.01% 3538
2025
Q2 		$243K Sell
81,900
-30,300
-27% -$93.1K ﹤0.01% 4301
2025
Q1 		$434K Sell
112,200
-157,300
-58% -$713K ﹤0.01% 3533
2024
Q4 		$1.24M Buy
269,500
+130,800
+94% +$682K ﹤0.01% 2640
2024
Q3 		$728K Buy
138,700
+96,800
+231% +$1.07M ﹤0.01% 3220
2024
Q2 		$739K Sell
41,900
-270,200
-87% -$6.95M ﹤0.01% 3241
2024
Q1 		$6.61M Buy
312,100
+107,400
+52% +$2.16M ﹤0.01% 1389
2023
Q4 		$4.3M Buy
204,700
+194,800
+1,968% +$5.7M ﹤0.01% 1692
2023
Q3 		$405K Sell
9,900
-3,100
-24% -$153K ﹤0.01% 3619
2023
Q2 		$597K Sell
13,000
-900
-6% -$31.7K ﹤0.01% 3124
2023
Q1 		$394K Buy
13,900
+2,900
+26% +$110K ﹤0.01% 3526
2022
Q4 		$376K Buy
11,000
+900
+9% +$37.7K ﹤0.01% 3490
2022
Q3 		$449K Buy
10,100
+1,600
+19% +$80K ﹤0.01% 3586
2022
Q2 		$359K Buy
8,500
+4,600
+118% +$241K ﹤0.01% 3868
2022
Q1 		$272K Buy
3,900
+2,400
+160% +$162K ﹤0.01% 4686
2021
Q4 		$133K Sell
1,500
-1,700
-53% -$124K ﹤0.01% 5792
2021
Q3 		$248K Hold
3,200
– – ﹤0.01% 5248
2021
Q2 		$241K Buy
3,200
+3,049
+2,019% +$213K ﹤0.01% 5374
2021
Q1 		$851K Buy
151
+28
+23% +$1.51K ﹤0.01% 2601
2020
Q4 		$543K Buy
123
+102
+486% +$3.29K ﹤0.01% 3313
2020
Q3 		$52K Sell
21
-49
-70% -$1.23K ﹤0.01% 5572
2020
Q2 		$152K Buy
70
+25
+56% +$479 ﹤0.01% 4310
2020
Q1 		$82K Buy
+45
New +$1.06K ﹤0.01% 4580
2019
Q4 		– Sell
-12
Closed -$28K – 7862
2019
Q3 		$28K Buy
12
+4
+50% +$85 ﹤0.01% 5551
2019
Q2 		$16K Hold
8
– – ﹤0.01% 5796
2019
Q1 		$13K Buy
+8
New +$127 ﹤0.01% 6002

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.