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Steve Schonfeld’s BRC Group Holdings RILY Stock Holding History

Steve Schonfeld’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 		– Sell
-28,100
Closed -$206K – 2937
2026
Q1 		$206K Buy
+28,100
New +$210K ﹤0.01% 1727
2023
Q1 		– Sell
-27,300
Closed -$934K – 2555
2022
Q4 		$934K Buy
27,300
+3,200
+13% +$134K 0.01% 1188
2022
Q3 		$1.07M Buy
24,100
+903
+4% +$45.1K 0.01% 1220
2022
Q2 		$980K Buy
+23,197
New +$1.22M 0.01% 1042
2021
Q4 		– Sell
-4,400
Closed -$260K – 2471
2021
Q3 		$260K Sell
4,400
-1,400
-24% -$91.8K ﹤0.01% 1608
2021
Q2 		$438K Buy
+5,800
New +$406K ﹤0.01% 1262

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 $59.9B AUM 27.01% 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 40.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Steve Schonfeld's RILY Position: Q2 2026 in Review

Steve Schonfeld sold out of BRC Group Holdings (RILY) in Q2 2026, closing a stake of 28,100 shares — an estimated $206K sold.

Steve Schonfeld first reported a position in RILY in Q2 2021 and held it in 6 quarters. The position peaked at $1.07M in Q3 2022. 93 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • Steve Schonfeld reported no remaining BRC Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 28,100 BRC Group Holdings shares in Q2 2026, an estimated $206K.
  • Steve Schonfeld first reported a position in BRC Group Holdings in Q2 2021 and held it in 6 quarters.
  • Steve Schonfeld's BRC Group Holdings position peaked at $1.07M in Q3 2022.
  • 93 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.