CWC Advisors’s BGC Group BGC Stock Holding History

CWC Advisors’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	$640K	Sell	59,897 -2,072	-3%	-$23.2K	0.28%	85
2026 Q1	$606K	Sell	61,969 -1,871	-3%	-$17.3K	0.29%	83
2025 Q4	$570K	Sell	63,840 -99	-0.2%	-$892	0.28%	83
2025 Q3	$605K	Buy	63,939 +385	+0.6%	+$3.85K	0.3%	78
2025 Q2	$650K	Buy	63,554 +1,729	+3%	+$15.9K	0.34%	68
2025 Q1	$567K	Buy	61,825 +15,039	+32%	+$141K	0.32%	72
2024 Q4	$424K	Sell	46,786 -946	-2%	-$9.11K	0.42%	66
2024 Q3	$438K	Buy	+47,732	New	+$446K	0.43%	68

Other funds holding BGC

OKSA

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

MAP

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

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

YIH

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

LSERS

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

SOADOR

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

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

YCM

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

MHIP

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CWC Advisors's BGC Position: Q2 2026 in Review

CWC Advisors reduced its BGC Group (BGC) stake by 3.3% in Q2 2026, selling an estimated $23.2K and leaving 59,897 shares worth $640K. The position accounts for 0.28% of the portfolio, ranked #85.

CWC Advisors first reported a position in BGC in Q3 2024 and has held it in 8 quarters since. The position peaked at $650K in Q2 2025. 48 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

CWC Advisors held 59,897 shares of BGC Group worth $640K as of Q2 2026.
CWC Advisors sold 2,072 BGC Group shares in Q2 2026, an estimated $23.2K.
BGC Group made up 0.28% of CWC Advisors's portfolio in Q2 2026, its #85 holding.
CWC Advisors first reported a position in BGC Group in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's BGC Group position peaked at $650K in Q2 2025.
48 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.