MORGAN STANLEY

Position in RILY — BRC Group Holdings, Inc.

CIK 895421 NEW YORK, NY

Back to RILY Full portfolio

Position in RILY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$166,835

-$92,466 QoQ

Shares Held

20,751

-41.4% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#51

of 95 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Common Shares in RILY Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $432,551,409 across 7 Financial Conglomerates names. RILY ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	2,327,021	$210,665,201
2	IX	Orix Corp	4,998,666	$190,149,250
3	FRHC	Freedom Holding Corp.	109,215	$14,249,278
4	HTH	Hilltop Holdings Inc.	363,434	$14,093,965
5	TREE	LendingTree, Inc.	72,849	$3,226,478
6	RILY	BRC Group Holdings, Inc. This page	20,751	$166,835
7	TMS	Teamshares Inc	49	$402

All Filings in RILY

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,835	20,751	-41.4%	Shares	Defined	2026-08-13
2026-03-31	$259,301	35,424	-13.7%	Shares	Defined	2026-05-15
2025-12-31	$191,715	41,053	+196.0%	Shares	Defined	2026-05-27
2025-09-30	$82,933	13,869	-19.4%	Shares	Defined	2026-05-27
2025-06-30	$51,093	17,204	-60.4%	Shares	Defined	2025-08-15
2025-03-31	$168,178	43,458	-56.7%	Shares	Defined	2025-05-15
2024-12-31	$460,230	100,269	+10.7%	Shares	Defined	2025-05-15
2024-09-30	$475,599	90,591	-70.5%	Shares	Defined	2025-05-14
2024-06-30	$5,419,375	307,221	+30.9%	Shares	Defined	2025-05-14
2024-03-31	$4,967,874	234,666	-20.1%	Shares	Defined	2024-10-17
2023-12-31	$6,162,491	293,592	+135.5%	Shares	Defined	2024-08-16
2023-09-30	$5,110,957	124,688	+9.0%	Shares	Defined	2023-11-15
2023-06-30	$5,261,671	114,434	-50.1%	Shares	Defined	2023-08-14
2023-03-31	$6,505,451	229,146	+110.7%	Shares	Defined	2023-05-15
2022-12-31	$3,719,041	108,744	-16.2%	Shares	Defined	2023-02-14
2022-09-30	$5,776,733	129,756	-14.6%	Shares	Defined	2022-11-14
2022-06-30	$6,418,913	151,927	-41.2%	Shares	Defined	2022-10-27
2022-03-31	$18,090,463	258,583	+49.9%	Shares	Defined	2022-10-27
2021-12-31	$15,324,081	172,452	+25.0%	Shares	Defined	2022-02-14
2021-09-30	$8,147,279	137,996	-33.2%	Shares	Defined	2021-11-15
2021-06-30	$15,588,861	206,475	+6727.9%	Shares	Defined	2021-08-23
2021-03-31	$170,492	3,024	-80.5%	Shares	Defined	2021-05-17
2020-12-31	$686,073	15,515	+104.4%	Shares	Defined	2021-02-16
2020-09-30	$190,229	7,591	-52.9%	Shares	Defined	2020-11-13
2020-06-30	$350,814	16,122	+151.7%	Shares	Defined	2020-08-14
2020-03-31	$117,997	6,406	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.