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Summit Securities Group’s BRC Group Holdings RILY Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-1,391
Closed -$4.13K – 1299
2025
Q2 		$4.13K Buy
+1,391
New +$4.27K ﹤0.01% 993
2023
Q2 		– Sell
-200
Closed -$6K – 1056
2023
Q1 		$6K Buy
+200
New +$7.58K ﹤0.01% 704
2022
Q2 		– Sell
-400
Closed -$28K – 1187
2022
Q1 		$28K Buy
+400
New +$27.1K ﹤0.01% 671

Other funds holding RILY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Summit Securities Group's RILY Position: Q3 2025 in Review

Summit Securities Group sold out of BRC Group Holdings (RILY) in Q3 2025, closing a stake of 1,391 shares — an estimated $4.13K sold.

Summit Securities Group first reported a position in RILY in Q1 2022 and held it in 3 quarters. The position peaked at $28K in Q1 2022. 72 funds tracked by Wall St. Rank hold RILY as of Q3 2025.

  • Summit Securities Group reported no remaining BRC Group Holdings position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,391 BRC Group Holdings shares in Q3 2025, an estimated $4.13K.
  • Summit Securities Group first reported a position in BRC Group Holdings in Q1 2022 and held it in 3 quarters.
  • Summit Securities Group's BRC Group Holdings position peaked at $28K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.