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RILY icon

True Wealth Design’s BRC Group Holdings RILY Stock Holding History

True Wealth Design’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
Q3 		$64 Buy
+13
New +$89 ﹤0.01% 2488
2025
Q2 		– Sell
-6
Closed -$24 – 2792
2025
Q1 		$24 Buy
+6
New +$27 ﹤0.01% 2554

Other funds holding RILY

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's RILY Position: Q3 2026 in Review

True Wealth Design opened a new position in BRC Group Holdings (RILY) in Q3 2026: 13 shares worth $64. The stake represents ﹤0.01% of the portfolio and ranks #2488 among its holdings. This is a return to the name: True Wealth Design previously reported a position in RILY as recently as Q1 2025.

True Wealth Design first reported a position in RILY in Q1 2025 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold RILY as of Q3 2026.

  • True Wealth Design held 13 shares of BRC Group Holdings worth $64 as of Q3 2026.
  • BRC Group Holdings was a new True Wealth Design position in Q3 2026.
  • BRC Group Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2488 holding.
  • True Wealth Design first reported a position in BRC Group Holdings in Q1 2025 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.