Truist Financial
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Truist Financial’s BRC Group Holdings RILY Stock Holding History

Truist Financial’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
2022
Q4 		– Sell
-10,526
Closed -$469K – 2663
2022
Q3 		$469K Buy
10,526
+17
+0.2% +$850 ﹤0.01% 1856
2022
Q2 		$444K Buy
+10,509
New +$552K ﹤0.01% 1978
2021
Q3 		– Sell
-4,275
Closed -$323K – 2805
2021
Q2 		$323K Buy
+4,275
New +$299K ﹤0.01% 2326

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Truist Financial's RILY Position: Q4 2022 in Review

Truist Financial sold out of BRC Group Holdings (RILY) in Q4 2022, closing a stake of 10,526 shares — an estimated $469K sold.

Truist Financial first reported a position in RILY in Q2 2021 and held it in 3 quarters. The position peaked at $469K in Q3 2022. 170 funds tracked by Wall St. Rank hold RILY as of Q4 2022.

  • Truist Financial reported no remaining BRC Group Holdings position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 10,526 BRC Group Holdings shares in Q4 2022, an estimated $469K.
  • Truist Financial first reported a position in BRC Group Holdings in Q2 2021 and held it in 3 quarters.
  • Truist Financial's BRC Group Holdings position peaked at $469K in Q3 2022.
  • 170 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.