Capital Advisors Ltd
BGC icon

Capital Advisors Ltd’s BGC Group BGC Stock Holding History

Capital Advisors Ltd’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
Q3 		$0 Sell
15
-9
-38% -$104 ﹤0.01% 1482
2026
Q2 		$0 Buy
24
+8
+50% +$89 ﹤0.01% 1370
2026
Q1 		$0 Buy
+16
New +$148 ﹤0.01% 1369

Other funds holding BGC

O'Keefe Stevens Advisory
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Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Live Oak Investment Partners
Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Capital Advisors Ltd's BGC Position: Q3 2026 in Review

Capital Advisors Ltd reduced its BGC Group (BGC) stake by 38% in Q3 2026, selling an estimated $104 and leaving 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Capital Advisors Ltd first reported a position in BGC in Q1 2026 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Capital Advisors Ltd held 15 shares of BGC Group worth $0 as of Q3 2026.
  • Capital Advisors Ltd sold 9 BGC Group shares in Q3 2026, an estimated $104.
  • BGC Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1482 holding.
  • Capital Advisors Ltd first reported a position in BGC Group in Q1 2026 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.