D.A. Davidson & Co
BGC icon

D.A. Davidson & Co’s BGC Group BGC Stock Holding History

D.A. Davidson & Co’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 		$1.02M Buy
88,835
+8,297
+10% +$95.5K 0.01% 940
2026
Q2 		$861K Buy
80,538
+13,750
+21% +$154K ﹤0.01% 1012
2026
Q1 		$653K Buy
66,788
+4,359
+7% +$40.4K ﹤0.01% 1069
2025
Q4 		$557K Buy
62,429
+20,459
+49% +$184K ﹤0.01% 1102
2025
Q3 		$397K Buy
+41,970
New +$420K ﹤0.01% 1212
2017
Q3 		– Sell
-1,801
Closed -$14K – 1166
2017
Q2 		$14K Buy
1,801
+27
+2% +$202 ﹤0.01% 1925
2017
Q1 		$12K Buy
1,774
+25
+1% +$180 ﹤0.01% 1964
2016
Q4 		$11K Buy
1,749
+26
+2% +$158 ﹤0.01% 2082
2016
Q3 		$9K Buy
1,723
+31
+2% +$177 ﹤0.01% 2065
2016
Q2 		$9K Buy
1,692
+28
+2% +$162 ﹤0.01% 1976
2016
Q1 		$9K Buy
1,664
+27
+2% +$155 ﹤0.01% 1917
2015
Q4 		$10K Buy
1,637
+23
+1% +$132 ﹤0.01% 1890
2015
Q3 		$8K Buy
1,614
+25
+2% +$145 ﹤0.01% 1901
2015
Q2 		$8K Buy
1,589
+23
+1% +$139 ﹤0.01% 1917
2015
Q1 		$9K Buy
1,566
+22
+1% +$125 ﹤0.01% 1816
2014
Q4 		$9K Buy
1,544
+20
+1% +$107 ﹤0.01% 1834
2014
Q3 		$7K Buy
1,524
+23
+2% +$113 ﹤0.01% 1882
2014
Q2 		$7K Buy
1,501
+25
+2% +$115 ﹤0.01% 1863
2014
Q1 		$6K Sell
1,476
-1,586
-52% -$6.74K ﹤0.01% 1887
2013
Q4 		$11K Buy
+3,062
New +$11.1K ﹤0.01% 1686

Other funds holding BGC

O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Live Oak Investment Partners
Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

D.A. Davidson & Co's BGC Position: Q3 2026 in Review

D.A. Davidson & Co increased its BGC Group (BGC) stake by 10% in Q3 2026, buying an estimated $95.5K and bringing the position to 88,835 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #940.

D.A. Davidson & Co first reported a position in BGC in Q4 2013 and has held it in 20 quarters since. 89 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • D.A. Davidson & Co held 88,835 shares of BGC Group worth $1.02M as of Q3 2026.
  • D.A. Davidson & Co bought 8,297 BGC Group shares in Q3 2026, an estimated $95.5K.
  • BGC Group made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #940 holding.
  • D.A. Davidson & Co first reported a position in BGC Group in Q4 2013 and has held it in 20 quarters since.
  • 89 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.