Position in RILY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$77,208
+$37,631 QoQ
Shares Held
9,603
-6.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 95 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $68,476,836 across 7 Financial Conglomerates names. RILY ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTH |
Hilltop Holdings Inc.
|
659,665 | $25,581,807 | |
| 2 | IX |
Orix Corp
|
564,688 | $21,480,726 | |
| 3 | VOYA |
Voya Financial, Inc.
|
162,968 | $14,753,489 | |
| 4 | FRHC |
Freedom Holding Corp.
|
43,972 | $5,737,024 | |
| 5 | TREE |
LendingTree, Inc.
|
19,114 | $846,558 | |
| 6 | RILY |
BRC Group Holdings, Inc.
This page
|
9,603 | $77,208 | |
| 7 | TMS |
Teamshares Inc
|
25,003 | $24 |
All Filings in RILY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,208 | 9,603 | Shares | Defined | 2026-08-12 | |
| 2025-03-31 | $39,577 | 10,227 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $43,306 | 9,435 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $113,702 | 21,658 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $277,617 | 15,738 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $1,627,229 | 76,865 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $4,701,842 | 224,004 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $1,522,942 | 37,154 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,136,026 | 24,707 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $696,831 | 24,545 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $678,014 | 19,825 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $894,315 | 20,088 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,246,289 | 29,498 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,513,172 | 35,923 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,452,713 | 27,602 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $546,651 | 9,259 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,745,858 | 36,369 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,310,463 | 58,717 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,212,998 | 27,431 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $452,407 | 18,053 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $269,279 | 12,375 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $639,394 | 34,712 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||