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

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.