PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s BGC Group BGC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$16K	Hold	1,500	–	–	﹤0.01%	412
2026 Q1	$14.7K	Hold	1,500	–	–	﹤0.01%	379
2025 Q4	$13.4K	Hold	1,500	–	–	﹤0.01%	396
2025 Q3	$14.2K	Hold	1,500	–	–	﹤0.01%	379
2025 Q2	$15.3K	Hold	1,500	–	–	0.01%	342
2025 Q1	$13.8K	Hold	1,500	–	–	0.01%	347
2024 Q4	$13.6K	Hold	1,500	–	–	0.01%	353
2024 Q3	$13.8K	Hold	1,500	–	–	0.01%	287
2024 Q2	$12.4K	Hold	1,500	–	–	0.01%	274
2024 Q1	$11.7K	Hold	1,500	–	–	0.01%	272
2023 Q4	$10.8K	Hold	1,500	–	–	0.01%	244
2023 Q3	$7.92K	Hold	1,500	–	–	0.01%	210
2023 Q2	$6.64K	Buy	+1,500	New	+$6.65K	﹤0.01%	215

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BGC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its BGC Group (BGC) position steady in Q2 2026 at 1,500 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BGC in Q2 2023 and has held it in 13 quarters since. 161 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,500 shares of BGC Group worth $16K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its BGC Group share count unchanged in Q2 2026.
BGC Group made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #412 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BGC Group in Q2 2023 and has held it in 13 quarters since.
161 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.