AssetMark Inc’s BGC Group BGC Stock Holding History

AssetMark Inc’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	$13.5K	Buy	1,263 +950	+304%	+$10.6K	﹤0.01%	2335
2026 Q1	$3.06K	Hold	313	–	–	﹤0.01%	2728
2025 Q4	$2.79K	Buy	313 +46	+17%	+$414	﹤0.01%	2675
2025 Q3	$2.53K	Hold	267	–	–	﹤0.01%	2570
2025 Q2	$2.73K	Buy	267 +33	+14%	+$303	﹤0.01%	2333
2025 Q1	$2.15K	Hold	234	–	–	﹤0.01%	2164
2024 Q4	$2.12K	Sell	234 -35	-13%	-$337	﹤0.01%	2111
2024 Q3	$2.47K	Hold	269	–	–	﹤0.01%	1843
2024 Q2	$2.23K	Buy	+269	New	+$2.21K	﹤0.01%	1728
2019 Q4	–	Sell	-20	Closed	–	–	1388
2019 Q3	$0	Buy	+20	New	+$107	﹤0.01%	1313
2018 Q1	–	Sell	-10,748	Closed	-$104K	–	1465
2017 Q4	$104K	Buy	10,748 +7,845	+270%	+$79.2K	﹤0.01%	605
2017 Q3	$27K	Buy	2,903 +40	+1%	+$334	﹤0.01%	851
2017 Q2	$23K	Hold	2,863	–	–	﹤0.01%	867
2017 Q1	$21K	Sell	2,863 -1,234	-30%	-$8.87K	﹤0.01%	854
2016 Q4	$27K	Hold	4,097	–	–	﹤0.01%	784
2016 Q3	$23K	Buy	4,097 +121	+3%	+$691	﹤0.01%	826
2016 Q2	$22K	Buy	3,976 +2,664	+203%	+$15.5K	﹤0.01%	820
2016 Q1	$8K	Buy	1,312 +1,146	+690%	+$6.58K	﹤0.01%	902
2015 Q4	$1K	Buy	+166	New	+$956	﹤0.01%	1172

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

AssetMark Inc's BGC Position: Q2 2026 in Review

AssetMark Inc increased its BGC Group (BGC) stake by 304% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,263 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

AssetMark Inc first reported a position in BGC in Q4 2015 and has held it in 19 quarters since. The position peaked at $104K in Q4 2017. 160 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

AssetMark Inc held 1,263 shares of BGC Group worth $13.5K as of Q2 2026.
AssetMark Inc bought 950 BGC Group shares in Q2 2026, an estimated $10.6K.
BGC Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2335 holding.
AssetMark Inc first reported a position in BGC Group in Q4 2015 and has held it in 19 quarters since.
AssetMark Inc's BGC Group position peaked at $104K in Q4 2017.
160 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.