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Equitable Trust’s BGC Group BGC Stock Holding History

Equitable Trust’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 		$1.06M Buy
107,965
+7,235
+7% +$67K 0.05% 223
2025
Q4 		$900K Hold
100,730
– – 0.04% 245
2025
Q3 		$953K Sell
100,730
-4,805
-5% -$48.1K 0.04% 236
2025
Q2 		$1.08M Buy
105,535
+9,890
+10% +$90.8K 0.05% 217
2025
Q1 		$877K Buy
95,645
+12,540
+15% +$118K 0.05% 238
2024
Q4 		$753K Buy
83,105
+6,352
+8% +$61.2K 0.04% 261
2024
Q3 		$705K Hold
76,753
– – 0.05% 250
2024
Q2 		$637K Hold
76,753
– – 0.04% 256
2024
Q1 		$596K Buy
+76,753
New +$569K 0.04% 274

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

Equitable Trust's BGC Position: Q1 2026 in Review

Equitable Trust increased its BGC Group (BGC) stake by 7.2% in Q1 2026, buying an estimated $67K and bringing the position to 107,965 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #223.

Equitable Trust first reported a position in BGC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q2 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Equitable Trust held 107,965 shares of BGC Group worth $1.06M as of Q1 2026.
  • Equitable Trust bought 7,235 BGC Group shares in Q1 2026, an estimated $67K.
  • BGC Group made up 0.05% of Equitable Trust's portfolio in Q1 2026, its #223 holding.
  • Equitable Trust first reported a position in BGC Group in Q1 2024 and has held it in 9 quarters since.
  • Equitable Trust's BGC Group position peaked at $1.08M in Q2 2025.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.