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Whittier Trust’s BRC Group Holdings RILY Stock Holding History

Whittier Trust’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
Q4 		– Sell
-508
Closed -$2.67K – 1596
2024
Q3 		$2.67K Hold
508
– – ﹤0.01% 1435
2024
Q2 		$8.96K Hold
508
– – ﹤0.01% 1261
2024
Q1 		$10.7K Buy
+508
New +$10.2K ﹤0.01% 1255

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Whittier Trust's RILY Position: Q4 2024 in Review

Whittier Trust sold out of BRC Group Holdings (RILY) in Q4 2024, closing a stake of 508 shares — an estimated $2.67K sold.

Whittier Trust first reported a position in RILY in Q1 2024 and held it in 3 quarters. The position peaked at $10.7K in Q1 2024. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

  • Whittier Trust reported no remaining BRC Group Holdings position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 508 BRC Group Holdings shares in Q4 2024, an estimated $2.67K.
  • Whittier Trust first reported a position in BRC Group Holdings in Q1 2024 and held it in 3 quarters.
  • Whittier Trust's BRC Group Holdings position peaked at $10.7K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.