BWA
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Basecamp Wealth Advisors’s BGC Group BGC Stock Holding History

Basecamp Wealth Advisors’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 		$4.93K Buy
461
+134
+41% +$1.5K ﹤0.01% 1180
2026
Q1 		$3.2K Sell
327
-80
-20% -$741 ﹤0.01% 1283
2025
Q4 		$3.63K Buy
+407
New +$3.67K ﹤0.01% 1221

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

Basecamp Wealth Advisors's BGC Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its BGC Group (BGC) stake by 41% in Q2 2026, buying an estimated $1.5K and bringing the position to 461 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Basecamp Wealth Advisors first reported a position in BGC in Q4 2025 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Basecamp Wealth Advisors held 461 shares of BGC Group worth $4.93K as of Q2 2026.
  • Basecamp Wealth Advisors bought 134 BGC Group shares in Q2 2026, an estimated $1.5K.
  • BGC Group made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1180 holding.
  • Basecamp Wealth Advisors first reported a position in BGC Group in Q4 2025 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.