Position in RILY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,359,884
+$1,755,252 QoQ
Shares Held
293,518
+255.3% QoQ
Ownership
0.730%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 95 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $434,318,040 across 6 Financial Conglomerates names. RILY ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
3,207,921 | $290,413,088 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
2,546,898 | $98,768,704 | |
| 3 | FRHC |
Freedom Holding Corp.
|
230,249 | $30,040,587 | |
| 4 | TREE |
LendingTree, Inc.
|
259,954 | $11,513,362 | |
| 5 | RILY |
BRC Group Holdings, Inc.
This page
|
293,518 | $2,359,884 | |
| 6 | IX |
Orix Corp
|
32,135 | $1,222,415 |
All Filings in RILY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,359,884 | 293,518 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $604,632 | 82,600 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $385,742 | 82,600 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $493,948 | 82,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $245,322 | 82,600 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,726,701 | 446,176 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,062,544 | 449,356 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,529,213 | 481,755 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,993,041 | 906,635 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,801,147 | 935,340 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,323,640 | 872,970 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $31,830,046 | 776,532 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $32,301,777 | 702,518 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,921,972 | 701,725 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,968,856 | 671,604 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $28,446,499 | 638,960 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $26,447,950 | 625,987 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $43,719,683 | 624,924 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $57,597,719 | 648,185 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,262,859 | 631,146 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $47,273,645 | 626,141 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $21,778,071 | 386,273 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $16,874,042 | 381,593 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,687,318 | 386,565 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $9,146,489 | 420,335 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,680,808 | 416,982 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||