Capstone Investment Advisors
BGC icon

Capstone Investment Advisors’s BGC Group BGC Stock Holding History

Capstone 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
Q1 		$312K Sell
31,874
-11,079
-26% -$103K ﹤0.01% 1355
2025
Q4 		$384K Sell
42,953
-14,086
-25% -$127K ﹤0.01% 1240
2025
Q3 		$540K Buy
+57,039
New +$571K ﹤0.01% 1323
2024
Q4 		– Sell
-11,911
Closed -$109K – 1844
2024
Q3 		$109K Sell
11,911
-13,514
-53% -$126K ﹤0.01% 1699
2024
Q2 		$211K Buy
+25,425
New +$209K ﹤0.01% 1755
2017
Q3 		– Sell
-23,947
Closed -$194K – 551
2017
Q2 		$194K Sell
23,947
-136,223
-85% -$1.02M 0.01% 567
2017
Q1 		$1.17M Buy
+160,170
New +$1.15M 0.03% 386
2016
Q4 		– Sell
-98,952
Closed -$556K – 923
2016
Q3 		$556K Buy
98,952
+34,255
+53% +$196K 0.01% 499
2016
Q2 		$362K Buy
64,697
+10,272
+19% +$59.6K 0.01% 536
2016
Q1 		$316K Buy
+54,425
New +$312K 0.01% 498

Other funds holding BGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
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

Capstone Investment Advisors's BGC Position: Q1 2026 in Review

Capstone Investment Advisors reduced its BGC Group (BGC) stake by 26% in Q1 2026, selling an estimated $103K and leaving 31,874 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Capstone Investment Advisors first reported a position in BGC in Q1 2016 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2017. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Capstone Investment Advisors held 31,874 shares of BGC Group worth $312K as of Q1 2026.
  • Capstone Investment Advisors sold 11,079 BGC Group shares in Q1 2026, an estimated $103K.
  • BGC Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1355 holding.
  • Capstone Investment Advisors first reported a position in BGC Group in Q1 2016 and has held it in 10 quarters since.
  • Capstone Investment Advisors's BGC Group position peaked at $1.17M in Q1 2017.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.