UMB Bank’s BRC Group Holdings RILY Stock Holding History

UMB Bank’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
2024 Q3	–	Sell	-23	Closed	-$406	–	2187
2024 Q2	$406	Buy	+23	New	+$592	﹤0.01%	2095
2022 Q3	–	Sell	-492	Closed	-$21K	–	1925
2022 Q2	$21K	Hold	492	–	–	﹤0.01%	1163
2022 Q1	$34K	Hold	492	–	–	﹤0.01%	1071
2021 Q4	$44K	Buy	+492	New	+$36K	﹤0.01%	1028

Other funds holding RILY

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

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

DFA

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

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

UMB Bank's RILY Position: Q3 2024 in Review

UMB Bank sold out of BRC Group Holdings (RILY) in Q3 2024, closing a stake of 23 shares — an estimated $406 sold.

UMB Bank first reported a position in RILY in Q4 2021 and held it in 4 quarters. The position peaked at $44K in Q4 2021. 126 funds tracked by Wall St. Rank hold RILY as of Q3 2024.

UMB Bank reported no remaining BRC Group Holdings position as of Q3 2024 after selling out during the quarter.
UMB Bank sold 23 BRC Group Holdings shares in Q3 2024, an estimated $406.
UMB Bank first reported a position in BRC Group Holdings in Q4 2021 and held it in 4 quarters.
UMB Bank's BRC Group Holdings position peaked at $44K in Q4 2021.
126 funds tracked by Wall St. Rank held BRC Group Holdings as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.