EverSource Wealth Advisors’s BGC Group BGC Stock Holding History

EverSource Wealth Advisors’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	$23.9K	Buy	2,443 +1,171	+92%	+$10.8K	﹤0.01%	2390
2025 Q4	$11.4K	Sell	1,272 -6,109	-83%	-$55K	﹤0.01%	2730
2025 Q3	$69.8K	Buy	7,381 +4,690	+174%	+$47K	﹤0.01%	1471
2025 Q2	$27.5K	Buy	2,691 +2,397	+815%	+$22K	﹤0.01%	2041
2025 Q1	$2.7K	Sell	294 -104	-26%	-$975	﹤0.01%	2788
2024 Q4	$3.61K	Buy	398 +174	+78%	+$1.68K	﹤0.01%	2485
2024 Q3	$2.06K	Sell	224 -443	-66%	-$4.14K	﹤0.01%	2541
2024 Q2	$6.14K	Buy	667 +156	+31%	+$1.28K	﹤0.01%	2134
2024 Q1	$4K	Buy	511 +500	+4,545%	+$3.71K	﹤0.01%	2150
2023 Q4	$79	Hold	11	–	–	﹤0.01%	2601
2023 Q3	$58	Hold	11	–	–	﹤0.01%	2465
2023 Q2	$49	Hold	11	–	–	﹤0.01%	2460
2023 Q1	$58	Buy	+11	New	+$50	﹤0.01%	2347

Other funds holding BGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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