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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
Q2 		$13.2K Sell
1,232
-1,211
-50% -$13.5K ﹤0.01% 2733
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
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

EverSource Wealth Advisors's BGC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BGC Group (BGC) stake by 50% in Q2 2026, selling an estimated $13.5K and leaving 1,232 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

EverSource Wealth Advisors first reported a position in BGC in Q1 2023 and has held it in 14 quarters since. The position peaked at $69.8K in Q3 2025. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • EverSource Wealth Advisors held 1,232 shares of BGC Group worth $13.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,211 BGC Group shares in Q2 2026, an estimated $13.5K.
  • BGC Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2733 holding.
  • EverSource Wealth Advisors first reported a position in BGC Group in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's BGC Group position peaked at $69.8K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.