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 Q3	$698K	Buy	60,531 +634	+1%	+$7.3K	0.32%	74
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%	+$3.86K	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 $489M AUM 37.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return

CWC Advisors's BGC Position: Q3 2026 in Review

CWC Advisors increased its BGC Group (BGC) stake by 1.1% in Q3 2026, buying an estimated $7.3K and bringing the position to 60,531 shares worth $698K. The position accounts for 0.32% of the portfolio, ranked #74.

CWC Advisors first reported a position in BGC in Q3 2024 and has held it in 9 quarters since. 50 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

CWC Advisors held 60,531 shares of BGC Group worth $698K as of Q3 2026.
CWC Advisors bought 634 BGC Group shares in Q3 2026, an estimated $7.3K.
BGC Group made up 0.32% of CWC Advisors's portfolio in Q3 2026, its #74 holding.
CWC Advisors first reported a position in BGC Group in Q3 2024 and has held it in 9 quarters since.
50 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.