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
2025 Q2	–	Sell	-6	Closed	-$24	–	2792
2025 Q1	$24	Buy	+6	New	+$27	﹤0.01%	2554

Other funds holding RILY

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

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DFA

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

True Wealth Design's RILY Position: Q2 2025 in Review

True Wealth Design sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 6 shares — an estimated $24 sold.

True Wealth Design first reported a position in RILY in Q1 2025 and held it in 1 quarter. The position peaked at $24 in Q1 2025. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

True Wealth Design reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 6 BRC Group Holdings shares in Q2 2025, an estimated $24.
True Wealth Design first reported a position in BRC Group Holdings in Q1 2025 and held it in 1 quarter.
True Wealth Design's BRC Group Holdings position peaked at $24 in Q1 2025.
73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.