Stilwell Value’s BRC Group Holdings RILY Stock Holding History

Stilwell Value’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
2024 Q3	–	Sell	-5,000	Closed	-$88.2K	–	35
2024 Q2	$88.2K	Buy	+5,000	New	+$129K	0.05%	30

Other funds holding RILY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DFA

Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Stilwell Value's RILY Position: Q3 2024 in Review

Stilwell Value sold out of BRC Group Holdings (RILY) in Q3 2024, closing a stake of 5,000 shares — an estimated $88.2K sold.

Stilwell Value first reported a position in RILY in Q2 2024 and held it in 1 quarter. The position peaked at $88.2K in Q2 2024. 126 funds tracked by Wall St. Rank hold RILY as of Q3 2024.

Stilwell Value reported no remaining BRC Group Holdings position as of Q3 2024 after selling out during the quarter.
Stilwell Value sold 5,000 BRC Group Holdings shares in Q3 2024, an estimated $88.2K.
Stilwell Value first reported a position in BRC Group Holdings in Q2 2024 and held it in 1 quarter.
Stilwell Value's BRC Group Holdings position peaked at $88.2K in Q2 2024.
126 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2024.

Based on Stilwell Value's 13F filing for Q3 2024, filed 13 Nov 2024.