Zurich Cantonal Bank’s BRC Group Holdings RILY Stock Holding History

Zurich Cantonal 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 Q4	–	Sell	-3,279	Closed	-$17.2K	–	2675
2024 Q3	$17.2K	Hold	3,279	–	–	﹤0.01%	2603
2024 Q2	$57.8K	Hold	3,279	–	–	﹤0.01%	2520
2024 Q1	$69.4K	Hold	3,279	–	–	﹤0.01%	2506
2023 Q4	$68.8K	Hold	3,279	–	–	﹤0.01%	2551
2023 Q3	$134K	Buy	3,279 +1,295	+65%	+$63.8K	﹤0.01%	2207
2023 Q2	$91.2K	Hold	1,984	–	–	﹤0.01%	2390
2023 Q1	$56.3K	Hold	1,984	–	–	﹤0.01%	2558
2022 Q4	$67.9K	Hold	1,984	–	–	﹤0.01%	2496
2022 Q3	$88K	Hold	1,984	–	–	﹤0.01%	2324
2022 Q2	$84K	Hold	1,984	–	–	﹤0.01%	2357
2022 Q1	$139K	Hold	1,984	–	–	﹤0.01%	2118
2021 Q4	$176K	Hold	1,984	–	–	﹤0.01%	2160
2021 Q3	$117K	Hold	1,984	–	–	﹤0.01%	2255
2021 Q2	$150K	Hold	1,984	–	–	﹤0.01%	2006
2021 Q1	$112K	Sell	1,984 -161	-8%	-$8.68K	﹤0.01%	2097
2020 Q4	$95K	Hold	2,145	–	–	﹤0.01%	2233
2020 Q3	$54K	Hold	2,145	–	–	﹤0.01%	2238
2020 Q2	$47K	Hold	2,145	–	–	﹤0.01%	2228
2020 Q1	$40K	Hold	2,145	–	–	﹤0.01%	2044
2019 Q4	$54K	Buy	2,145 +1,636	+321%	+$43K	﹤0.01%	2101
2019 Q3	$12K	Hold	509	–	–	﹤0.01%	2530
2019 Q2	$11K	Hold	509	–	–	﹤0.01%	2559
2019 Q1	$8K	Buy	+509	New	+$8.11K	﹤0.01%	2532

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Zurich Cantonal Bank's RILY Position: Q4 2024 in Review

Zurich Cantonal Bank sold out of BRC Group Holdings (RILY) in Q4 2024, closing a stake of 3,279 shares — an estimated $17.2K sold.

Zurich Cantonal Bank first reported a position in RILY in Q1 2019 and held it in 23 quarters. The position peaked at $176K in Q4 2021. 92 funds tracked by Wall St. Rank hold RILY as of Q4 2024.

Zurich Cantonal Bank reported no remaining BRC Group Holdings position as of Q4 2024 after selling out during the quarter.
Zurich Cantonal Bank sold 3,279 BRC Group Holdings shares in Q4 2024, an estimated $17.2K.
Zurich Cantonal Bank first reported a position in BRC Group Holdings in Q1 2019 and held it in 23 quarters.
Zurich Cantonal Bank's BRC Group Holdings position peaked at $176K in Q4 2021.
92 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2024.

Based on Zurich Cantonal Bank's 13F filing for Q4 2024, filed 7 Feb 2025.