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Clearstead Advisors’s GCM Grosvenor GCMG Stock Holding History

Clearstead Advisors’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444 Buy
+36
New +$394 ﹤0.01% 2958
2025
Q4 		– Sell
-4
Closed -$49 – 2939
2025
Q3 		$49 Buy
+4
New +$50 ﹤0.01% 2979

Other funds holding GCMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Clearstead Advisors's GCMG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in GCM Grosvenor (GCMG) in Q2 2026: 36 shares worth $444. The stake represents ﹤0.01% of the portfolio and ranks #2958 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in GCMG as recently as Q3 2025.

Clearstead Advisors first reported a position in GCMG in Q3 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • Clearstead Advisors held 36 shares of GCM Grosvenor worth $444 as of Q2 2026.
  • GCM Grosvenor was a new Clearstead Advisors position in Q2 2026.
  • GCM Grosvenor made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2958 holding.
  • Clearstead Advisors first reported a position in GCM Grosvenor in Q3 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

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