UBS Group
RILY icon

UBS Group’s BRC Group Holdings RILY Stock Holding History

UBS 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
2026
Q1 		$131K Sell
17,874
-60,451
-77% -$451K ﹤0.01% 6867
2025
Q4 		$366K Buy
78,325
+65,820
+526% +$326K ﹤0.01% 6259
2025
Q3 		$74.7K Sell
12,505
-263,781
-95% -$1.46M ﹤0.01% 7298
2025
Q2 		$821K Buy
276,286
+77,638
+39% +$239K ﹤0.01% 5609
2025
Q1 		$769K Buy
198,648
+50,111
+34% +$227K ﹤0.01% 5503
2024
Q4 		$682K Buy
148,537
+28,985
+24% +$151K ﹤0.01% 5629
2024
Q3 		$628K Buy
119,552
+47,547
+66% +$528K ﹤0.01% 5050
2024
Q2 		$1.27M Sell
72,005
-20,222
-22% -$520K ﹤0.01% 4191
2024
Q1 		$1.95M Buy
92,227
+50,820
+123% +$1.02M ﹤0.01% 3985
2023
Q4 		$869K Buy
41,407
+4,034
+11% +$118K ﹤0.01% 4628
2023
Q3 		$1.53M Buy
37,373
+5,970
+19% +$294K ﹤0.01% 3704
2023
Q2 		$1.44M Sell
31,403
-16,828
-35% -$592K ﹤0.01% 3866
2023
Q1 		$1.37M Buy
48,231
+32,809
+213% +$1.24M ﹤0.01% 3819
2022
Q4 		$527K Buy
15,422
+4,125
+37% +$173K ﹤0.01% 4651
2022
Q3 		$503K Buy
11,297
+4,938
+78% +$247K ﹤0.01% 4336
2022
Q2 		$269K Buy
6,359
+3,956
+165% +$208K ﹤0.01% 4700
2022
Q1 		$168K Buy
2,403
+1,807
+303% +$122K ﹤0.01% 5495
2021
Q4 		$53K Buy
596
+339
+132% +$24.8K ﹤0.01% 6845
2021
Q3 		$15K Sell
257
-4,660
-95% -$305K ﹤0.01% 7514
2021
Q2 		$371K Sell
4,917
-482
-9% -$33.7K ﹤0.01% 4939
2021
Q1 		$304K Buy
5,399
+932
+21% +$50.2K ﹤0.01% 5199
2020
Q4 		$198K Buy
4,467
+4,082
+1,060% +$132K ﹤0.01% 5248
2020
Q3 		$9K Sell
385
-7,147
-95% -$180K ﹤0.01% 6946
2020
Q2 		$164K Sell
7,532
-4,803
-39% -$92.1K ﹤0.01% 4941
2020
Q1 		$227K Sell
12,335
-13,427
-52% -$316K ﹤0.01% 4624
2019
Q4 		$648K Buy
25,762
+9,980
+63% +$263K ﹤0.01% 4602
2019
Q3 		$373K Buy
15,782
+12,101
+329% +$256K ﹤0.01% 4787
2019
Q2 		$76K Buy
3,681
+1,729
+89% +$33K ﹤0.01% 5584
2019
Q1 		$32K Sell
1,952
-5,645
-74% -$89.9K ﹤0.01% 5898
2018
Q4 		$108K Buy
7,597
+2,406
+46% +$44.2K ﹤0.01% 5469
2018
Q3 		$117K Buy
5,191
+2,593
+100% +$57.9K ﹤0.01% 5462
2018
Q2 		$58K Buy
2,598
+2,584
+18,457% +$53.6K ﹤0.01% 5864
2018
Q1 		$0 Sell
14
-1,874
-99% -$35.5K ﹤0.01% 8107
2017
Q4 		$34K Buy
1,888
+1,196
+173% +$20.9K ﹤0.01% 6143
2017
Q3 		$12K Buy
+692
New +$12K ﹤0.01% 6791
2017
Q2 		– Sell
-2,080
Closed -$31K – 7929
2017
Q1 		$31K Sell
2,080
-801
-28% -$13.6K ﹤0.01% 5842
2016
Q4 		$53K Buy
2,881
+1,882
+188% +$28.5K ﹤0.01% 5785
2016
Q3 		$13K Buy
+999
New +$10.1K ﹤0.01% 6607
2015
Q4 		– Sell
-101
Closed -$1K – 8532
2015
Q3 		$1K Buy
+101
New +$992 ﹤0.01% 8232

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

UBS Group's RILY Position: Q1 2026 in Review

UBS Group reduced its BRC Group Holdings (RILY) stake by 77% in Q1 2026, selling an estimated $451K and leaving 17,874 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #6867.

UBS Group first reported a position in RILY in Q3 2015 and has held it in 39 quarters since. The position peaked at $1.95M in Q1 2024. 79 funds tracked by Wall St. Rank hold RILY as of Q1 2026.

  • UBS Group held 17,874 shares of BRC Group Holdings worth $131K as of Q1 2026.
  • UBS Group sold 60,451 BRC Group Holdings shares in Q1 2026, an estimated $451K.
  • BRC Group Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6867 holding.
  • UBS Group first reported a position in BRC Group Holdings in Q3 2015 and has held it in 39 quarters since.
  • UBS Group's BRC Group Holdings position peaked at $1.95M in Q1 2024.
  • 79 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.