EWA
BGC icon

EP Wealth Advisors’s BGC Group BGC Stock Holding History

EP 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
Q1 		$504K Sell
51,549
-172
-0.3% -$1.59K ﹤0.01% 895
2025
Q4 		$462K Buy
+51,721
New +$466K ﹤0.01% 918
2025
Q2 		$537K Buy
52,449
+9,690
+23% +$89K ﹤0.01% 759
2025
Q1 		$392K Buy
42,759
+8,261
+24% +$77.4K ﹤0.01% 794
2024
Q4 		$313K Buy
34,498
+2,983
+9% +$28.7K ﹤0.01% 857
2024
Q3 		$289K Buy
+31,515
New +$295K ﹤0.01% 877

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