Crossmark Global Holdings’s BGC Group BGC Stock Holding History

Crossmark Global Holdings’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	$187K	Hold	17,483	–	–	﹤0.01%	1241
2026 Q1	$171K	Hold	17,483	–	–	﹤0.01%	1213
2025 Q4	$156K	Hold	17,483	–	–	﹤0.01%	1200
2025 Q3	$165K	Hold	17,483	–	–	﹤0.01%	1261
2025 Q2	$179K	Buy	17,483 +32	+0.2%	+$294	﹤0.01%	1286
2025 Q1	$160K	Sell	17,451 -173	-1%	-$1.62K	﹤0.01%	1285
2024 Q4	$160K	Hold	17,624	–	–	﹤0.01%	1229
2024 Q3	$161K	Buy	17,624 +238	+1%	+$2.22K	﹤0.01%	1259
2024 Q2	$145K	Buy	17,386 +226	+1%	+$1.86K	﹤0.01%	1269
2024 Q1	$134K	Buy	+17,160	New	+$127K	﹤0.01%	1307

Other funds holding BGC

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Shelter Rock Management Jericho, New York $103M AUM