SPL
BGC icon

Superior Planning, LLC’s BGC Group BGC Stock Holding History

Superior Planning, LLC’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.9K Buy
+1,117
New +$12.9K 0.01% 836

Other funds holding BGC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Superior Planning, LLC's BGC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in BGC Group (BGC) in Q3 2026: 1,117 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #836 among its holdings.

243 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Superior Planning, LLC held 1,117 shares of BGC Group worth $12.9K as of Q3 2026.
  • BGC Group was a new Superior Planning, LLC position in Q3 2026.
  • BGC Group made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #836 holding.
  • 243 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.