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 Q2	$242	Hold	21	–	–	﹤0.01%	1790
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 $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Cornerstone Planning Group's BGC Position: Q2 2026 in Review

Cornerstone Planning Group held its BGC Group (BGC) position steady in Q2 2026 at 21 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Cornerstone Planning Group first reported a position in BGC in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.24K in Q4 2024. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Cornerstone Planning Group held 21 shares of BGC Group worth $242 as of Q2 2026.
Cornerstone Planning Group left its BGC Group share count unchanged in Q2 2026.
BGC Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1790 holding.
Cornerstone Planning Group first reported a position in BGC Group in Q4 2022 and has held it in 11 quarters since.
Cornerstone Planning Group's BGC Group position peaked at $8.24K in Q4 2024.
367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.