Emergent Wealth Advisors’s BGC Group BGC Stock Holding History

Emergent Wealth 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	$344K	Hold	32,180	–	–	0.18%	92
2026 Q1	$315K	Sell	32,180 -2,000	-6%	-$18.5K	0.19%	95
2025 Q4	$305K	Hold	34,180	–	–	0.17%	98
2025 Q3	$323K	Hold	34,180	–	–	0.19%	88
2025 Q2	$350K	Sell	34,180 -220	-0.6%	-$2.02K	0.22%	79
2025 Q1	$315K	Hold	34,400	–	–	0.23%	78
2024 Q4	$312K	Hold	34,400	–	–	0.23%	79
2024 Q3	$316K	Hold	34,400	–	–	0.23%	80
2024 Q2	$286K	Hold	34,400	–	–	0.23%	81
2024 Q1	$267K	Sell	34,400 -28,600	-45%	-$212K	0.23%	80
2023 Q4	$455K	Buy	+63,000	New	+$390K	0.42%	46

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Emergent Wealth Advisors's BGC Position: Q2 2026 in Review

Emergent Wealth Advisors held its BGC Group (BGC) position steady in Q2 2026 at 32,180 shares worth $344K. The position accounts for 0.18% of the portfolio, ranked #92.

Emergent Wealth Advisors first reported a position in BGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $455K in Q4 2023. 365 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Emergent Wealth Advisors held 32,180 shares of BGC Group worth $344K as of Q2 2026.
Emergent Wealth Advisors left its BGC Group share count unchanged in Q2 2026.
BGC Group made up 0.18% of Emergent Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Emergent Wealth Advisors first reported a position in BGC Group in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's BGC Group position peaked at $455K in Q4 2023.
365 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.