Position in RILY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,086,501
+$955,664 QoQ
Shares Held
135,137
+656.1% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
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)
Derivatives in RILY
reported options exposure · as of Sep 30, 2025CallValue
$203,320
CallShares
34,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026UBS Group AG holds $59,561,893 across 7 Financial Conglomerates names. RILY ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
475,925 | $43,085,488 | |
| 2 | FRHC |
Freedom Holding Corp.
|
50,976 | $6,650,838 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
98,321 | $3,812,887 | |
| 4 | IX |
Orix Corp
|
72,488 | $2,757,443 | |
| 5 | TREE |
LendingTree, Inc.
|
48,678 | $2,155,947 | |
| 6 | RILY |
BRC Group Holdings, Inc.
This page
|
135,137 | $1,086,501 | |
| 7 | TMS |
Teamshares Inc
|
1,556 | $12,789 |
All Filings in RILY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,501 | 135,137 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $130,837 | 17,874 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $365,776 | 78,325 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $74,778 | 12,505 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $203,320 | 34,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $820,569 | 276,286 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $768,767 | 198,648 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $681,784 | 148,537 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $627,646 | 119,552 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,270,167 | 72,005 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,952,444 | 92,227 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $869,132 | 41,407 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,531,919 | 37,373 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,443,908 | 31,403 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,369,276 | 48,231 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $527,432 | 15,422 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $502,942 | 11,297 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $268,667 | 6,359 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $168,113 | 2,403 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $52,960 | 596 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,172 | 257 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $371,233 | 4,917 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $304,395 | 5,399 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $197,530 | 4,467 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,647 | 385 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $163,895 | 7,532 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $227,209 | 12,335 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||