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Focused Wealth Management’s BGC Group BGC Stock Holding History

Focused Wealth 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
2025
Q2 		– Sell
-11,171
Closed -$102K – 209
2025
Q1 		$102K Hold
11,171
– – 0.01% 183
2024
Q4 		$101K Buy
+11,171
New +$108K 0.01% 166

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Focused Wealth Management's BGC Position: Q2 2025 in Review

Focused Wealth Management sold out of BGC Group (BGC) in Q2 2025, closing a stake of 11,171 shares — an estimated $102K sold.

Focused Wealth Management first reported a position in BGC in Q4 2024 and held it in 2 quarters. The position peaked at $102K in Q1 2025. 344 funds tracked by Wall St. Rank hold BGC as of Q2 2025.

  • Focused Wealth Management reported no remaining BGC Group position as of Q2 2025 after selling out during the quarter.
  • Focused Wealth Management sold 11,171 BGC Group shares in Q2 2025, an estimated $102K.
  • Focused Wealth Management first reported a position in BGC Group in Q4 2024 and held it in 2 quarters.
  • Focused Wealth Management's BGC Group position peaked at $102K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held BGC Group as of Q2 2025.

Based on Focused Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.