Fort Point Capital Partners’s BGC Group BGC Stock Holding History

Fort Point Capital Partners’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 Q3	–	Sell	-273,422	Closed	-$2.8M	–	222
2025 Q2	$2.8M	Buy	+273,422	New	+$2.51M	0.28%	76
2019 Q1	–	Sell	-194,328	Closed	-$1M	–	113
2018 Q4	$1M	Buy	194,328 +86,252	+80%	+$568K	0.45%	41
2018 Q3	$822K	Buy	+108,076	New	+$800K	0.3%	55
2018 Q2	–	Sell	-108,076	Closed	-$935K	–	130
2018 Q1	$935K	Buy	+108,076	New	+$973K	0.34%	49
2017 Q3	–	Sell	-201,867	Closed	-$1.19M	–	139
2017 Q2	$1.19M	Hold	201,867	–	–	0.66%	26
2017 Q1	$1.19M	Hold	201,867	–	–	0.61%	29
2016 Q4	$1.19M	Sell	201,867 -104,123	-34%	-$631K	0.65%	32
2016 Q3	$1.77M	Buy	305,990 +41,923	+16%	+$239K	0.8%	28
2016 Q2	$1.54M	Hold	264,067	–	–	0.74%	31
2016 Q1	$1.55M	Hold	264,067	–	–	0.79%	31
2015 Q4	$1.67M	Hold	264,067	–	–	0.85%	24
2015 Q3	$1.4M	Hold	264,067	–	–	0.86%	26
2015 Q2	$1.49M	Hold	264,067	–	–	0.93%	21
2015 Q1	$1.6M	Buy	264,067 +62,200	+31%	+$354K	1.06%	18
2014 Q4	$1.19M	Hold	201,867	–	–	0.88%	20
2014 Q3	$965K	Buy	+201,867	New	+$988K	0.72%	20

Other funds holding BGC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return