AWM
BGC icon

Abound Wealth Management’s BGC Group BGC Stock Holding History

Abound Wealth Management’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
Q1 		– Sell
-30
Closed -$268 – 1506
2025
Q4 		$268 Hold
30
– – ﹤0.01% 1088
2025
Q3 		$284 Hold
30
– – ﹤0.01% 1024
2025
Q2 		$307 Hold
30
– – ﹤0.01% 920
2025
Q1 		$276 Sell
30
-4
-12% -$37 ﹤0.01% 886
2024
Q4 		$309 Hold
34
– – ﹤0.01% 889
2024
Q3 		$313 Sell
34
-16
-32% -$150 ﹤0.01% 972
2024
Q2 		$415 Hold
50
– – ﹤0.01% 883
2024
Q1 		$389 Buy
+50
New +$371 ﹤0.01% 1012

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Abound Wealth Management's BGC Position: Q1 2026 in Review

Abound Wealth Management sold out of BGC Group (BGC) in Q1 2026, closing a stake of 30 shares — an estimated $268 sold.

Abound Wealth Management first reported a position in BGC in Q1 2024 and held it in 8 quarters. The position peaked at $415 in Q2 2024. 358 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Abound Wealth Management reported no remaining BGC Group position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 30 BGC Group shares in Q1 2026, an estimated $268.
  • Abound Wealth Management first reported a position in BGC Group in Q1 2024 and held it in 8 quarters.
  • Abound Wealth Management's BGC Group position peaked at $415 in Q2 2024.
  • 358 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.