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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
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

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

Equitable Trust's BGC Position: Q2 2026 in Review

Equitable Trust increased its BGC Group (BGC) stake by 79% in Q2 2026, buying an estimated $951K and bringing the position to 193,010 shares worth $2.06M. The position accounts for 0.09% of the portfolio, ranked #165.

Equitable Trust first reported a position in BGC in Q1 2024 and has held it in 10 quarters since. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Equitable Trust held 193,010 shares of BGC Group worth $2.06M as of Q2 2026.
  • Equitable Trust bought 85,045 BGC Group shares in Q2 2026, an estimated $951K.
  • BGC Group made up 0.09% of Equitable Trust's portfolio in Q2 2026, its #165 holding.
  • Equitable Trust first reported a position in BGC Group in Q1 2024 and has held it in 10 quarters since.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.