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Garton & Associates Financial Advisors’s BGC Group BGC Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-594
Closed -$5.31K – 180
2025
Q4 		$5.31K Buy
+594
New +$5.35K ﹤0.01% 983

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Garton & Associates Financial Advisors's BGC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of BGC Group (BGC) in Q1 2026, closing a stake of 594 shares — an estimated $5.31K sold.

Garton & Associates Financial Advisors first reported a position in BGC in Q4 2025 and held it in 1 quarter. The position peaked at $5.31K in Q4 2025. 358 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining BGC Group position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 594 BGC Group shares in Q1 2026, an estimated $5.31K.
  • Garton & Associates Financial Advisors first reported a position in BGC Group in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's BGC Group position peaked at $5.31K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.