B. Riley Financial NASDAQ: RILY has filed 13-F forms with the SEC as an investor. B. Riley Financial is itself a publicly traded company. B. Riley Financial, Inc., through its subsidiaries, provides financial services to corporate, institutional, and high net worth clients in North America, Australia, the Asia Pacific, and Europe. The company operates through six segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. For more information on B. Riley Financial stock, visit the B. Riley Financial stock profile here.
Investment Activity
- B. Riley Financial has $456.23 million in total holdings as of March 31, 2026.
- B. Riley Financial owns shares of 21 different stocks, but just 1 company or ETF makes up 80% of its holdings.
- Approximately 2.96% of the portfolio was purchased this quarter.
- About 4.14% of the portfolio was sold this quarter.
- This quarter, B. Riley Financial has purchased 21 new stocks and bought additional shares in 3 stocks.
- B. Riley Financial sold shares of 2 stocks and completely divested from 10 stocks this quarter.
Largest Holdings
- SEQUANS COMMUNICATIONS S.A.
- $4,446,070
- ROMAN DBDR ACQUISITION CORP II
- $3,171,955
Largest New Holdings this Quarter
- 23834J201 - Dave
- $1,218,630 Holding
- 65345N106 - NextNav
- $801,000 Holding
- 98400V200 - XBP GLOBAL HOLDINGS, INC.
- $324,091 Holding
Largest Purchases this Quarter
- LifeMD
- 797,580 shares (about $2.88M)
- SEQUANS COMMUNICATIONS S.A.
- 709,726 shares (about $1.80M)
- Dave
- 7,000 shares (about $1.22M)
Largest Sales this Quarter
- XEROX HOLDINGS CORPORATION
- 137,000 shares (about $36.52K)