Bleakley Financial Group’s BGC Group BGC Stock Holding History

Bleakley Financial Group’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	$408K	Sell	41,694 -1,410	-3%	-$13.1K	0.01%	678
2025 Q4	$385K	Buy	43,104 +7,357	+21%	+$66.3K	0.01%	625
2025 Q3	$338K	Sell	35,747 -5,284	-13%	-$52.9K	0.01%	551
2025 Q2	$420K	Buy	+41,031	New	+$377K	0.01%	508
2025 Q1	–	Sell	-18,216	Closed	-$165K	–	555
2024 Q4	$165K	Buy	18,216 +381	+2%	+$3.67K	0.01%	965
2024 Q3	$164K	Buy	17,835 +102	+0.6%	+$953	0.01%	943
2024 Q2	$147K	Sell	17,733 -138	-0.8%	-$1.14K	﹤0.01%	924
2024 Q1	$139K	Buy	17,871 +168	+0.9%	+$1.25K	﹤0.01%	917
2023 Q4	$128K	Sell	17,703 -551	-3%	-$3.41K	﹤0.01%	882
2023 Q3	$96.4K	Sell	18,254 -222	-1%	-$1.1K	﹤0.01%	836
2023 Q2	$81.8K	Sell	18,476 -766	-4%	-$3.4K	﹤0.01%	885
2023 Q1	$101K	Buy	19,242 +3,905	+25%	+$17.9K	﹤0.01%	856
2022 Q4	$57.8K	Buy	+15,337	New	+$60.6K	﹤0.01%	836

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