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Action Point Financial Planning’s BGC Group BGC Stock Holding History

Action Point Financial Planning’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
Q2 		$2.08K Buy
+195
New +$2.18K ﹤0.01% 2247

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Action Point Financial Planning's BGC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BGC Group (BGC) in Q2 2026: 195 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #2247 among its holdings.

365 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Action Point Financial Planning held 195 shares of BGC Group worth $2.08K as of Q2 2026.
  • BGC Group was a new Action Point Financial Planning position in Q2 2026.
  • BGC Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2247 holding.
  • 365 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.