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Bay Harbor Wealth Management’s BGC Group BGC Stock Holding History

Bay Harbor Wealth Management’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 		$695 Buy
65
+22
+51% +$246 ﹤0.01% 996
2026
Q1 		$420 Buy
43
+9
+26% +$83 ﹤0.01% 1036
2025
Q4 		$303 Buy
34
+10
+42% +$90 ﹤0.01% 1026
2025
Q3 		$227 Buy
24
+13
+118% +$130 ﹤0.01% 996
2025
Q2 		$112 Buy
11
+4
+57% +$37 ﹤0.01% 1083
2025
Q1 		$64 Buy
+7
New +$66 ﹤0.01% 977

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

Bay Harbor Wealth Management's BGC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its BGC Group (BGC) stake by 51% in Q2 2026, buying an estimated $246 and bringing the position to 65 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Bay Harbor Wealth Management first reported a position in BGC in Q1 2025 and has held it in 6 quarters since. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Bay Harbor Wealth Management held 65 shares of BGC Group worth $695 as of Q2 2026.
  • Bay Harbor Wealth Management bought 22 BGC Group shares in Q2 2026, an estimated $246.
  • BGC Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #996 holding.
  • Bay Harbor Wealth Management first reported a position in BGC Group in Q1 2025 and has held it in 6 quarters since.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.