Corient Private Wealth
BGC icon

Corient Private Wealth’s BGC Group BGC Stock Holding History

Corient Private Wealth’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 		$122K Buy
11,445
+530
+5% +$5.93K ﹤0.01% 2901
2026
Q1 		$103K Buy
+10,915
New +$101K ﹤0.01% 2686
2023
Q2 		– Sell
-14,288
Closed -$74.7K – 2080
2023
Q1 		$74.7K Buy
14,288
+7
+0% +$32 ﹤0.01% 1913
2022
Q4 		$53.8K Buy
+14,281
New +$56.4K ﹤0.01% 1620

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

Corient Private Wealth's BGC Position: Q2 2026 in Review

Corient Private Wealth increased its BGC Group (BGC) stake by 4.9% in Q2 2026, buying an estimated $5.93K and bringing the position to 11,445 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2901.

Corient Private Wealth first reported a position in BGC in Q4 2022 and has held it in 4 quarters since. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Corient Private Wealth held 11,445 shares of BGC Group worth $122K as of Q2 2026.
  • Corient Private Wealth bought 530 BGC Group shares in Q2 2026, an estimated $5.93K.
  • BGC Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2901 holding.
  • Corient Private Wealth first reported a position in BGC Group in Q4 2022 and has held it in 4 quarters since.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.