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 Q3	$2.31M	Buy	199,975 +6,965	+4%	+$80.2K	0.1%	155
2026 Q2	$2.06M	Buy	193,010 +85,045	+79%	+$951K	0.09%	165
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

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return

Equitable Trust's BGC Position: Q3 2026 in Review

Equitable Trust increased its BGC Group (BGC) stake by 3.6% in Q3 2026, buying an estimated $80.2K and bringing the position to 199,975 shares worth $2.31M. The position accounts for 0.1% of the portfolio, ranked #155.

Equitable Trust first reported a position in BGC in Q1 2024 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

Equitable Trust held 199,975 shares of BGC Group worth $2.31M as of Q3 2026.
Equitable Trust bought 6,965 BGC Group shares in Q3 2026, an estimated $80.2K.
BGC Group made up 0.1% of Equitable Trust's portfolio in Q3 2026, its #155 holding.
Equitable Trust first reported a position in BGC Group in Q1 2024 and has held it in 11 quarters since.
53 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.