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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Corient Private Wealth's BGC Position: Q1 2026 in Review

Corient Private Wealth opened a new position in BGC Group (BGC) in Q1 2026: 10,915 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2686 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in BGC as recently as Q1 2023.

Corient Private Wealth first reported a position in BGC in Q4 2022 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Corient Private Wealth held 10,915 shares of BGC Group worth $103K as of Q1 2026.
  • BGC Group was a new Corient Private Wealth position in Q1 2026.
  • BGC Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2686 holding.
  • Corient Private Wealth first reported a position in BGC Group in Q4 2022 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.