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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
Q2 		$812 Hold
66
– – ﹤0.01% 1590
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 $9.31B AUM 73.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Bell Investment Advisors held its GCM Grosvenor (GCMG) position steady in Q2 2026 at 66 shares worth $812. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Bell Investment Advisors first reported a position in GCMG in Q3 2021 and has held it in 12 quarters since. The position peaked at $1K in Q3 2021. 148 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • Bell Investment Advisors held 66 shares of GCM Grosvenor worth $812 as of Q2 2026.
  • Bell Investment Advisors left its GCM Grosvenor share count unchanged in Q2 2026.
  • GCM Grosvenor made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1590 holding.
  • Bell Investment Advisors first reported a position in GCM Grosvenor in Q3 2021 and has held it in 12 quarters since.
  • Bell Investment Advisors's GCM Grosvenor position peaked at $1K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

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