BFC Planning, Inc.’s BGC Group BGC Stock Holding History

BFC Planning, 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	$7.29K	Hold	682	–	–	﹤0.01%	2522
2026 Q1	$6.67K	Hold	682	–	–	﹤0.01%	2196
2025 Q4	$6.09K	Hold	682	–	–	﹤0.01%	2277
2025 Q3	$6.45K	Buy	+682	New	+$6.83K	﹤0.01%	2097

Other funds holding BGC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

BFC Planning, Inc.'s BGC Position: Q2 2026 in Review

BFC Planning, Inc. held its BGC Group (BGC) position steady in Q2 2026 at 682 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

BFC Planning, Inc. first reported a position in BGC in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

BFC Planning, Inc. held 682 shares of BGC Group worth $7.29K as of Q2 2026.
BFC Planning, Inc. left its BGC Group share count unchanged in Q2 2026.
BGC Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2522 holding.
BFC Planning, Inc. first reported a position in BGC Group in Q3 2025 and has held it in 4 quarters since.
369 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.