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
Q2 		– Sell
-51,549
Closed -$504K – 1732
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

EP Wealth Advisors sold out of BGC Group (BGC) in Q2 2026, closing a stake of 51,549 shares — an estimated $504K sold.

EP Wealth Advisors first reported a position in BGC in Q3 2024 and held it in 6 quarters. The position peaked at $537K in Q2 2025. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • EP Wealth Advisors reported no remaining BGC Group position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 51,549 BGC Group shares in Q2 2026, an estimated $504K.
  • EP Wealth Advisors first reported a position in BGC Group in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's BGC Group position peaked at $537K in Q2 2025.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.