Position in RILY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$122,690
-$235,273 QoQ
Shares Held
15,260
+74.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 95 holders
Holding Since
Jun 2023
3 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, 2026FRANKLIN RESOURCES INC holds $27,530,129 across 5 Financial Conglomerates names. RILY ranks #5 (0.4% of the industry book) .
All Filings in RILY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,690 | 15,260 | Shares | Defined | 2026-08-13 | |
| 2023-09-30 | $357,963 | 8,733 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $401,541 | 8,733 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||