Position in RILY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$598,207
+$180,924 QoQ
Shares Held
74,404
+30.5% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
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, 2026WELLS FARGO & COMPANY/MN holds $29,643,975 across 6 Financial Conglomerates names. RILY ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
|
520,280 | $19,791,449 | |
| 2 | VOYA |
Voya Financial, Inc.
|
76,827 | $6,955,147 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
35,258 | $1,367,303 | |
| 4 | TREE |
LendingTree, Inc.
|
19,585 | $867,418 | |
| 5 | RILY |
BRC Group Holdings, Inc.
This page
|
74,404 | $598,207 | |
| 6 | FRHC |
Freedom Holding Corp.
|
494 | $64,451 |
All Filings in RILY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,207 | 74,404 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $417,283 | 57,006 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $280,228 | 60,006 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $29 | 5 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,402 | 5,523 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,208 | 9,873 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $43,801 | 9,543 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,602 | 6,591 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $453,294 | 25,697 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $316,828 | 14,966 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $151,943 | 7,239 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $520,161 | 12,690 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $543,298 | 11,816 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $403,306 | 14,206 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $273,360 | 7,993 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $416,973 | 9,366 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $346,702 | 8,206 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,376,041 | 19,669 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,293,119 | 25,806 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $838,070 | 14,195 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,251,336 | 16,574 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,951,310 | 34,610 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,674,522 | 37,868 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,041,017 | 41,541 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,067,674 | 49,066 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,232,168 | 66,893 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||