CAPTRUST Financial Advisors
BGC icon

CAPTRUST Financial Advisors’s BGC Group BGC Stock Holding History

CAPTRUST Financial 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
Q2 		$1.59M Buy
148,442
+432
+0.3% +$4.83K ﹤0.01% 1460
2026
Q1 		$1.45M Sell
148,010
-4,431
-3% -$41K ﹤0.01% 1387
2025
Q4 		$1.36M Sell
152,441
-1,986
-1% -$17.9K ﹤0.01% 1311
2025
Q3 		$1.46M Sell
154,427
-6,556
-4% -$65.6K ﹤0.01% 1210
2025
Q2 		$1.65M Buy
160,983
+1,694
+1% +$15.6K ﹤0.01% 1073
2025
Q1 		$1.46M Buy
159,289
+17,761
+13% +$166K ﹤0.01% 1075
2024
Q4 		$1.28M Buy
141,528
+13,577
+11% +$131K ﹤0.01% 1104
2024
Q3 		$1.17M Buy
127,951
+1,753
+1% +$16.4K ﹤0.01% 1096
2024
Q2 		$1.05M Buy
126,198
+644
+0.5% +$5.3K ﹤0.01% 1112
2024
Q1 		$976K Buy
125,554
+107,474
+594% +$797K ﹤0.01% 1135
2023
Q4 		$131K Sell
18,080
-4,119
-19% -$25.5K ﹤0.01% 2489
2023
Q3 		$117K Buy
+22,199
New +$110K ﹤0.01% 2414
2022
Q3 		– Sell
-3,991
Closed -$13K – 2274
2022
Q2 		$13K Sell
3,991
-60
-1% -$209 ﹤0.01% 3593
2022
Q1 		$18K Sell
4,051
-238
-6% -$1.05K ﹤0.01% 3449
2021
Q4 		$20K Buy
4,289
+1,178
+38% +$5.88K ﹤0.01% 3273
2021
Q3 		$16K Sell
3,111
-6,524
-68% -$34.6K ﹤0.01% 3299
2021
Q2 		$55K Sell
9,635
-32
-0.3% -$183 ﹤0.01% 2451
2021
Q1 		$47K Buy
9,667
+3,126
+48% +$13.3K ﹤0.01% 2459
2020
Q4 		$26K Buy
6,541
+4,303
+192% +$15.1K ﹤0.01% 2126
2020
Q3 		$6K Sell
2,238
-7,623
-77% -$19.9K ﹤0.01% 2462
2020
Q2 		$26K Buy
+9,861
New +$27.3K ﹤0.01% 1839
2020
Q1 		– Sell
-10,046
Closed -$59K – 1389
2019
Q4 		$59K Buy
+10,046
New +$56.7K ﹤0.01% 1001
2018
Q2 		– Sell
-1,042
Closed -$9K – 1508
2018
Q1 		$9K Buy
1,042
+358
+52% +$3.22K ﹤0.01% 1044
2017
Q4 		$7K Buy
+684
New +$6.91K ﹤0.01% 1066

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CAPTRUST Financial Advisors's BGC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its BGC Group (BGC) stake by 0.29% in Q2 2026, buying an estimated $4.83K and bringing the position to 148,442 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

CAPTRUST Financial Advisors first reported a position in BGC in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.65M in Q2 2025. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • CAPTRUST Financial Advisors held 148,442 shares of BGC Group worth $1.59M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 432 BGC Group shares in Q2 2026, an estimated $4.83K.
  • BGC Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1460 holding.
  • CAPTRUST Financial Advisors first reported a position in BGC Group in Q4 2017 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's BGC Group position peaked at $1.65M in Q2 2025.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.