Position in RILY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,007,062
+$3,475,997 QoQ
Shares Held
622,769
+197.7% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 95 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $243,457,848 across 6 Financial Conglomerates names. RILY ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
1,755,988 | $158,969,593 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
1,046,610 | $40,587,535 | |
| 3 | FRHC |
Freedom Holding Corp.
|
171,415 | $22,364,515 | |
| 4 | TREE |
LendingTree, Inc.
|
370,209 | $16,396,555 | |
| 5 | RILY |
BRC Group Holdings, Inc.
This page
|
622,769 | $5,007,062 | |
| 6 | TMS |
Teamshares Inc
|
16,130 | $132,588 |
All Filings in RILY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,007,062 | 622,769 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,531,065 | 209,162 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $906,469 | 194,105 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,149,468 | 192,219 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $538,216 | 181,218 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,779,178 | 459,736 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,002,000 | 436,166 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,294,911 | 437,126 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,754,649 | 439,606 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $9,133,838 | 431,452 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,868,023 | 422,488 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $15,811,974 | 385,752 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,911,811 | 367,808 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,735,650 | 378,149 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,353,518 | 361,214 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,934,634 | 335,459 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,071,109 | 333,044 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $24,469,769 | 349,768 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,108,700 | 338,833 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $20,519,292 | 347,549 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $26,733,870 | 354,091 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $18,793,596 | 333,338 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,311,245 | 278,409 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,461,996 | 257,861 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,594,039 | 257,079 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,821,655 | 261,762 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||