Position in RILY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,125
-$2,808 QoQ
Shares Held
3,125
-18.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 95 holders
Holding Since
Sep 2024
8 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, 2026JONES FINANCIAL COMPANIES LLLP holds $28,784,671 across 6 Financial Conglomerates names. RILY ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
|
654,254 | $24,887,821 | |
| 2 | VOYA |
Voya Financial, Inc.
|
38,855 | $3,517,542 | |
| 3 | FRHC |
Freedom Holding Corp.
|
2,116 | $276,074 | |
| 4 | TREE |
LendingTree, Inc.
|
1,240 | $54,919 | |
| 5 | RILY |
BRC Group Holdings, Inc.
This page
|
3,125 | $25,125 | |
| 6 | HTH |
Hilltop Holdings Inc.
|
598 | $23,190 |
All Filings in RILY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,125 | 3,125 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,933 | 3,816 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,454 | 9,091 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $101,959 | 17,050 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $82,209 | 27,680 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $83,475 | 21,570 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $44,568 | 9,710 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,436 | 845 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||