Advisory Services Network’s BGC Group BGC Stock Holding History

Advisory Services Network’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	$1.1K	Sell	113 -39,849	-100%	-$369K	﹤0.01%	4286
2025 Q4	$357K	Buy	39,962 +83	+0.2%	+$748	0.01%	1385
2025 Q3	$377K	Buy	39,879 +5,928	+17%	+$59.4K	0.01%	1341
2025 Q2	$315K	Buy	+33,951	New	+$312K	0.01%	1380
2020 Q2	–	Sell	-571	Closed	-$1K	–	1208
2020 Q1	$1K	Sell	571 -1,379	-71%	-$6.74K	﹤0.01%	2847
2019 Q4	$12K	Buy	1,950 +701	+56%	+$3.96K	﹤0.01%	2255
2019 Q3	$6K	Hold	1,249	–	–	﹤0.01%	2336
2019 Q2	$6K	Sell	1,249 -146	-10%	-$757	﹤0.01%	2334
2019 Q1	$7K	Buy	1,395 +737	+112%	+$4.38K	﹤0.01%	1968
2018 Q4	$3K	Sell	658 -648	-50%	-$4.27K	﹤0.01%	2186
2018 Q3	$10K	Buy	1,306 +687	+111%	+$5.08K	﹤0.01%	1799
2018 Q2	$4K	Sell	619 -123	-17%	-$983	﹤0.01%	2081
2018 Q1	$6K	Sell	742 -121	-14%	-$1.09K	﹤0.01%	2033
2017 Q4	$8K	Buy	863 +507	+142%	+$5.12K	﹤0.01%	1908
2017 Q3	$3K	Hold	356	–	–	﹤0.01%	2034
2017 Q2	$3K	Buy	356 +87	+32%	+$651	﹤0.01%	1976
2017 Q1	$2K	Buy	+269	New	+$1.93K	﹤0.01%	1943

Other funds holding BGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return