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Straight Path Wealth Management’s BRC Group Holdings RILY Stock Holding History

Straight Path Wealth Management’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
2025
Q4 		– Sell
-15,000
Closed -$1.38M – 145
2025
Q3 		$1.38M Buy
+15,000
New +$82.9K 0.37% 32

Other funds holding RILY

DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Straight Path Wealth Management's RILY Position: Q1 2026 in Review

Straight Path Wealth Management increased its BRC Group Holdings (RILY) stake by 6.1% in Q1 2026, buying an estimated $18.7K and bringing the position to 43,800 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #87.

Straight Path Wealth Management first reported a position in RILY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.63M in Q1 2024. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • Straight Path Wealth Management held 43,800 shares of BRC Group Holdings worth $321K as of Q1 2026.
  • Straight Path Wealth Management bought 2,500 BRC Group Holdings shares in Q1 2026, an estimated $18.7K.
  • BRC Group Holdings made up 0.09% of Straight Path Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Straight Path Wealth Management first reported a position in BRC Group Holdings in Q4 2021 and has held it in 18 quarters since.
  • Straight Path Wealth Management's BRC Group Holdings position peaked at $1.63M in Q1 2024.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.