Curated Wealth Partners’s BGC Group BGC Stock Holding History

Curated Wealth Partners’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	$15K	Buy	+15,000	New	+$168K	﹤0.01%	805

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

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Curated Wealth Partners's BGC Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in BGC Group (BGC) in Q2 2026: 15,000 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

78 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Curated Wealth Partners held 15,000 shares of BGC Group worth $15K as of Q2 2026.
BGC Group was a new Curated Wealth Partners position in Q2 2026.
BGC Group made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #805 holding.
78 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.