EIM
BGC icon

Essex Investment Management’s BGC Group BGC Stock Holding History

Essex Investment Management’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 		$3.29M Buy
336,781
+6,272
+2% +$58.1K 0.52% 73
2025
Q4 		$2.95M Sell
330,509
-7,980
-2% -$71.9K 0.45% 85
2025
Q3 		$3.2M Buy
338,489
+11,830
+4% +$118K 0.49% 73
2025
Q2 		$3.34M Sell
326,659
-2,240
-0.7% -$20.6K 0.61% 56
2025
Q1 		$3.02M Sell
328,899
-2,634
-0.8% -$24.7K 0.63% 51
2024
Q4 		$3M Buy
331,533
+18,448
+6% +$178K 0.54% 73
2024
Q3 		$2.87M Buy
313,085
+881
+0.3% +$8.23K 0.5% 82
2024
Q2 		$2.59M Buy
312,204
+77,046
+33% +$634K 0.48% 79
2024
Q1 		$1.83M Buy
+235,158
New +$1.74M 0.36% 113

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

Essex Investment Management's BGC Position: Q1 2026 in Review

Essex Investment Management increased its BGC Group (BGC) stake by 1.9% in Q1 2026, buying an estimated $58.1K and bringing the position to 336,781 shares worth $3.29M. The position accounts for 0.52% of the portfolio, ranked #73.

Essex Investment Management first reported a position in BGC in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.34M in Q2 2025. 358 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Essex Investment Management held 336,781 shares of BGC Group worth $3.29M as of Q1 2026.
  • Essex Investment Management bought 6,272 BGC Group shares in Q1 2026, an estimated $58.1K.
  • BGC Group made up 0.52% of Essex Investment Management's portfolio in Q1 2026, its #73 holding.
  • Essex Investment Management first reported a position in BGC Group in Q1 2024 and has held it in 9 quarters since.
  • Essex Investment Management's BGC Group position peaked at $3.34M in Q2 2025.
  • 358 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.