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
2025
Q4 		– Sell
-34,000
Closed -$203K – 11067
2025
Q3 		$203K Buy
+34,000
New +$188K ﹤0.01% 6659

Other funds holding RILY

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

UBS Group's RILY Position: Q2 2026 in Review

UBS Group increased its BRC Group Holdings (RILY) stake by 656% in Q2 2026, buying an estimated $997K and bringing the position to 135,137 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #5664.

UBS Group first reported a position in RILY in Q3 2015 and has held it in 40 quarters since. The position peaked at $1.95M in Q1 2024. 94 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • UBS Group held 135,137 shares of BRC Group Holdings worth $1.09M as of Q2 2026.
  • UBS Group bought 117,263 BRC Group Holdings shares in Q2 2026, an estimated $997K.
  • BRC Group Holdings made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5664 holding.
  • UBS Group first reported a position in BRC Group Holdings in Q3 2015 and has held it in 40 quarters since.
  • UBS Group's BRC Group Holdings position peaked at $1.95M in Q1 2024.
  • 94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.