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Bell Investment Advisors’s GCM Grosvenor GCMG Stock Holding History

Bell Investment Advisors’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$647 Hold
66
– – ﹤0.01% 1654
2025
Q4 		$748 Hold
66
– – ﹤0.01% 1619
2025
Q3 		$797 Hold
66
– – ﹤0.01% 1622
2025
Q2 		$763 Hold
66
– – ﹤0.01% 1668
2025
Q1 		$874 Hold
66
– – ﹤0.01% 1596
2024
Q4 		$810 Hold
66
– – ﹤0.01% 1644
2024
Q3 		$748 Hold
66
– – ﹤0.01% 1676
2024
Q2 		$645 Hold
66
– – ﹤0.01% 1733
2024
Q1 		$638 Hold
66
– – ﹤0.01% 1734
2023
Q4 		$592 Buy
+66
New +$550 ﹤0.01% 1771
2021
Q4 		– Sell
-48
Closed -$1K – 1843
2021
Q3 		$1K Buy
+48
New +$520 ﹤0.01% 1386

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bell Investment Advisors's GCMG Position: Q1 2026 in Review

Bell Investment Advisors held its GCM Grosvenor (GCMG) position steady in Q1 2026 at 66 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Bell Investment Advisors first reported a position in GCMG in Q3 2021 and has held it in 11 quarters since. The position peaked at $1K in Q3 2021. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

  • Bell Investment Advisors held 66 shares of GCM Grosvenor worth $647 as of Q1 2026.
  • Bell Investment Advisors left its GCM Grosvenor share count unchanged in Q1 2026.
  • GCM Grosvenor made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1654 holding.
  • Bell Investment Advisors first reported a position in GCM Grosvenor in Q3 2021 and has held it in 11 quarters since.
  • Bell Investment Advisors's GCM Grosvenor position peaked at $1K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.