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 Q2	$6.6K	Hold	617	–	–	﹤0.01%	864
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 $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bell Investment Advisors's BGC Position: Q2 2026 in Review

Bell Investment Advisors held its BGC Group (BGC) position steady in Q2 2026 at 617 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Bell Investment Advisors first reported a position in BGC in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.04K in Q2 2025. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Bell Investment Advisors held 617 shares of BGC Group worth $6.6K as of Q2 2026.
Bell Investment Advisors left its BGC Group share count unchanged in Q2 2026.
BGC Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #864 holding.
Bell Investment Advisors first reported a position in BGC Group in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's BGC Group position peaked at $9.04K in Q2 2025.
366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.