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Evergreen Capital Management’s BGC Group BGC Stock Holding History

Evergreen Capital 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
Q2 		$137K Buy
12,861
+78
+0.6% +$873 ﹤0.01% 1491
2026
Q1 		$125K Buy
+12,783
New +$118K ﹤0.01% 1449

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

Evergreen Capital Management's BGC Position: Q2 2026 in Review

Evergreen Capital Management increased its BGC Group (BGC) stake by 0.61% in Q2 2026, buying an estimated $873 and bringing the position to 12,861 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Evergreen Capital Management first reported a position in BGC in Q1 2026 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Evergreen Capital Management held 12,861 shares of BGC Group worth $137K as of Q2 2026.
  • Evergreen Capital Management bought 78 BGC Group shares in Q2 2026, an estimated $873.
  • BGC Group made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1491 holding.
  • Evergreen Capital Management first reported a position in BGC Group in Q1 2026 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.