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Allworth Financial’s BGC Group BGC Stock Holding History

Allworth Financial’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 		$10.3K Buy
961
+185
+24% +$2.07K ﹤0.01% 3693
2026
Q1 		$7.59K Buy
776
+600
+341% +$5.56K ﹤0.01% 3693
2025
Q4 		$1.57K Sell
176
-274
-61% -$2.47K ﹤0.01% 4216
2025
Q3 		$4.26K Buy
450
+34
+8% +$340 ﹤0.01% 3644
2025
Q2 		$4.26K Buy
416
+263
+172% +$2.42K ﹤0.01% 3350
2025
Q1 		$1.37K Buy
153
+86
+128% +$806 ﹤0.01% 3353
2024
Q4 		$630 Sell
67
-25
-27% -$241 ﹤0.01% 3540
2024
Q3 		$845 Sell
92
-19
-17% -$178 ﹤0.01% 3280
2024
Q2 		$1.06K Sell
111
-58
-34% -$478 ﹤0.01% 3142
2024
Q1 		$1.31K Buy
169
+3
+2% +$22 ﹤0.01% 2987
2023
Q4 		$1.2K Buy
166
+123
+286% +$762 ﹤0.01% 2890
2023
Q3 		$228 Hold
43
– – ﹤0.01% 3212
2023
Q2 		$191 Hold
43
– – ﹤0.01% 3112
2023
Q1 		$225 Hold
43
– – ﹤0.01% 2984
2022
Q4 		$162 Sell
43
-3,124
-99% -$12.3K ﹤0.01% 2835
2022
Q3 		$10K Buy
+3,167
New +$12.3K ﹤0.01% 1650

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

Allworth Financial's BGC Position: Q2 2026 in Review

Allworth Financial increased its BGC Group (BGC) stake by 24% in Q2 2026, buying an estimated $2.07K and bringing the position to 961 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3693.

Allworth Financial first reported a position in BGC in Q3 2022 and has held it in 16 quarters since. 365 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Allworth Financial held 961 shares of BGC Group worth $10.3K as of Q2 2026.
  • Allworth Financial bought 185 BGC Group shares in Q2 2026, an estimated $2.07K.
  • BGC Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3693 holding.
  • Allworth Financial first reported a position in BGC Group in Q3 2022 and has held it in 16 quarters since.
  • 365 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.