Clearstead Trust’s BGC Group BGC Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-60	Closed	-$568	–	1066
2025 Q3	$568	Hold	60	–	–	﹤0.01%	1350
2025 Q2	$614	Buy	+60	New	+$551	﹤0.01%	1293

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Trust's BGC Position: Q4 2025 in Review

Clearstead Trust sold out of BGC Group (BGC) in Q4 2025, closing a stake of 60 shares — an estimated $568 sold.

Clearstead Trust first reported a position in BGC in Q2 2025 and held it in 2 quarters. The position peaked at $614 in Q2 2025. 349 funds tracked by Wall St. Rank hold BGC as of Q4 2025.

Clearstead Trust reported no remaining BGC Group position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 60 BGC Group shares in Q4 2025, an estimated $568.
Clearstead Trust first reported a position in BGC Group in Q2 2025 and held it in 2 quarters.
Clearstead Trust's BGC Group position peaked at $614 in Q2 2025.
349 funds tracked by Wall St. Rank held BGC Group as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.