Cornerstone Planning Group’s BGC Group BGC Stock Holding History

Cornerstone Planning Group’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	$234	Buy	+21	New	+$195	﹤0.01%	1761
2025 Q2	–	Sell	-876	Closed	-$7.66K	–	1545
2025 Q1	$7.66K	Buy	876 +2	+0.2%	+$19	﹤0.01%	632
2024 Q4	$8.24K	Buy	874 +2	+0.2%	+$19	﹤0.01%	470
2024 Q3	$8.23K	Buy	872 +1	+0.1%	+$9	﹤0.01%	456
2024 Q2	$7.31K	Buy	871 +2	+0.2%	+$16	﹤0.01%	500
2024 Q1	$7.14K	Buy	869 +2	+0.2%	+$15	﹤0.01%	463
2023 Q4	$6.26K	Buy	867 +1	+0.1%	+$6	﹤0.01%	499
2023 Q3	$4.57K	Hold	866	–	–	﹤0.01%	540
2023 Q2	$3.84K	Buy	+866	New	+$3.84K	﹤0.01%	987
2022 Q4	$3.52K	Buy	+862	New	+$3.4K	﹤0.01%	1044

Other funds holding BGC

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cornerstone Planning Group's BGC Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in BGC Group (BGC) in Q1 2026: 21 shares worth $234. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in BGC as recently as Q1 2025.

Cornerstone Planning Group first reported a position in BGC in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.24K in Q4 2024. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

Cornerstone Planning Group held 21 shares of BGC Group worth $234 as of Q1 2026.
BGC Group was a new Cornerstone Planning Group position in Q1 2026.
BGC Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1761 holding.
Cornerstone Planning Group first reported a position in BGC Group in Q4 2022 and has held it in 10 quarters since.
Cornerstone Planning Group's BGC Group position peaked at $8.24K in Q4 2024.
356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.