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Atria Investments’s BGC Group BGC Stock Holding History

Atria Investments’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 		$436K Buy
+40,752
New +$456K ﹤0.01% 1597
2025
Q3 		– Sell
-10,364
Closed -$106K – 2018
2025
Q2 		$106K Buy
+10,364
New +$95.2K ﹤0.01% 1963

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
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

Atria Investments's BGC Position: Q2 2026 in Review

Atria Investments opened a new position in BGC Group (BGC) in Q2 2026: 40,752 shares worth $436K. The stake represents ﹤0.01% of the portfolio and ranks #1597 among its holdings. This is a return to the name: Atria Investments previously reported a position in BGC as recently as Q2 2025.

Atria Investments first reported a position in BGC in Q2 2025 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Atria Investments held 40,752 shares of BGC Group worth $436K as of Q2 2026.
  • BGC Group was a new Atria Investments position in Q2 2026.
  • BGC Group made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1597 holding.
  • Atria Investments first reported a position in BGC Group in Q2 2025 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.