Bell Investment Advisors’s BGC Group BGC Stock Holding History

Bell Investment 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 Q1	$6.04K	Hold	617	–	–	﹤0.01%	888
2025 Q4	$5.51K	Sell	617 -267	-30%	-$2.4K	﹤0.01%	931
2025 Q3	$8.36K	Hold	884	–	–	﹤0.01%	703
2025 Q2	$9.04K	Buy	884 +57	+7%	+$523	﹤0.01%	717
2025 Q1	$7.58K	Hold	827	–	–	﹤0.01%	716
2024 Q4	$7.49K	Sell	827 -104	-11%	-$1K	﹤0.01%	727
2024 Q3	$8.55K	Hold	931	–	–	﹤0.01%	682
2024 Q2	$7.73K	Sell	931 -188	-17%	-$1.55K	﹤0.01%	714
2024 Q1	$8.7K	Buy	1,119 +301	+37%	+$2.23K	﹤0.01%	649
2023 Q4	$5.91K	Sell	818 -81	-9%	-$502	﹤0.01%	790
2023 Q3	$4.75K	Buy	899 +411	+84%	+$2.04K	﹤0.01%	835
2023 Q2	$2.16K	Hold	488	–	–	﹤0.01%	1255
2023 Q1	$2.55K	Sell	488 -112	-19%	-$513	﹤0.01%	1123
2022 Q4	$2.26K	Buy	600 +243	+68%	+$959	﹤0.01%	1221
2022 Q3	$1K	Hold	357	–	–	﹤0.01%	1323
2022 Q2	$1K	Buy	+357	New	+$1.24K	﹤0.01%	1340
2021 Q4	$2K	Sell	357 -188	-34%	-$938	﹤0.01%	1097
2021 Q3	$3K	Buy	+545	New	+$2.89K	﹤0.01%	882

Other funds holding BGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return