Steward Partners Investment Advisory’s BRC Group Holdings RILY Stock Holding History

Steward Partners Investment Advisory’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	$371K	Buy	+46,095	New	+$392K	﹤0.01%	1888
2023 Q4	–	Sell	-475	Closed	-$19.5K	–	3561
2023 Q3	$19.5K	Sell	475 -4,067	-90%	-$200K	﹤0.01%	2320
2023 Q2	$209K	Sell	4,542 -5,009	-52%	-$176K	﹤0.01%	1272
2023 Q1	$271K	Sell	9,551 -6,758	-41%	-$256K	﹤0.01%	1152
2022 Q4	$558K	Sell	16,309 -1,852	-10%	-$77.6K	0.01%	873
2022 Q3	$809K	Sell	18,161 -75	-0.4%	-$3.75K	0.02%	686
2022 Q2	$770K	Sell	18,236 -1,851	-9%	-$97.1K	0.01%	723
2022 Q1	$1.41M	Buy	20,087 +8,707	+77%	+$589K	0.02%	587
2021 Q4	$1.01M	Buy	+11,380	New	+$833K	0.02%	686

Other funds holding RILY

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Steward Partners Investment Advisory's RILY Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in BRC Group Holdings (RILY) in Q2 2026: 46,095 shares worth $371K. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in RILY as recently as Q3 2023.

Steward Partners Investment Advisory first reported a position in RILY in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2022. 93 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

Steward Partners Investment Advisory held 46,095 shares of BRC Group Holdings worth $371K as of Q2 2026.
BRC Group Holdings was a new Steward Partners Investment Advisory position in Q2 2026.
BRC Group Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1888 holding.
Steward Partners Investment Advisory first reported a position in BRC Group Holdings in Q4 2021 and has held it in 9 quarters since.
Steward Partners Investment Advisory's BRC Group Holdings position peaked at $1.41M in Q1 2022.
93 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.