CA
BGC icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CWC Advisors's BGC Position: Q1 2026 in Review

CWC Advisors reduced its BGC Group (BGC) stake by 2.9% in Q1 2026, selling an estimated $17.3K and leaving 61,969 shares worth $606K. The position accounts for 0.29% of the portfolio, ranked #83.

CWC Advisors first reported a position in BGC in Q3 2024 and has held it in 7 quarters since. The position peaked at $650K in Q2 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • CWC Advisors held 61,969 shares of BGC Group worth $606K as of Q1 2026.
  • CWC Advisors sold 1,871 BGC Group shares in Q1 2026, an estimated $17.3K.
  • BGC Group made up 0.29% of CWC Advisors's portfolio in Q1 2026, its #83 holding.
  • CWC Advisors first reported a position in BGC Group in Q3 2024 and has held it in 7 quarters since.
  • CWC Advisors's BGC Group position peaked at $650K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.