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Clearstead Advisors’s BGC Group BGC Stock Holding History

Clearstead 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 		$4.21K Buy
+394
New +$4.41K ﹤0.01% 2242
2026
Q1 		– Sell
-5,567
Closed -$49.7K – 2316
2025
Q4 		$49.7K Buy
5,567
+3,277
+143% +$29.5K ﹤0.01% 1405
2025
Q3 		$21.7K Sell
2,290
-485
-17% -$4.86K ﹤0.01% 1613
2025
Q2 		$28.4K Buy
+2,775
New +$25.5K ﹤0.01% 1479

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

Clearstead Advisors's BGC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in BGC Group (BGC) in Q2 2026: 394 shares worth $4.21K. The stake represents ﹤0.01% of the portfolio and ranks #2242 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BGC as recently as Q4 2025.

Clearstead Advisors first reported a position in BGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $49.7K in Q4 2025. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Clearstead Advisors held 394 shares of BGC Group worth $4.21K as of Q2 2026.
  • BGC Group was a new Clearstead Advisors position in Q2 2026.
  • BGC Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2242 holding.
  • Clearstead Advisors first reported a position in BGC Group in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's BGC Group position peaked at $49.7K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.