Gradient Investments’s BGC Group BGC Stock Holding History

Gradient Investments’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	$115K	Buy	+10,765	New	+$120K	﹤0.01%	448
2023 Q1	–	Sell	-275	Closed	-$1.04K	–	1521
2022 Q4	$1.04K	Hold	275	–	–	﹤0.01%	1190
2022 Q3	$1K	Hold	275	–	–	﹤0.01%	1202
2022 Q2	$1K	Hold	275	–	–	﹤0.01%	1108
2022 Q1	$1K	Hold	275	–	–	﹤0.01%	1082
2021 Q4	$1K	Hold	275	–	–	﹤0.01%	1118
2021 Q3	$1K	Hold	275	–	–	﹤0.01%	1053
2021 Q2	$2K	Hold	275	–	–	﹤0.01%	983
2021 Q1	$1K	Hold	275	–	–	﹤0.01%	1055
2020 Q4	$1K	Hold	275	–	–	﹤0.01%	1016
2020 Q3	$1K	Buy	+275	New	+$718	﹤0.01%	1021
2016 Q2	–	Sell	-4,665	Closed	-$27K	–	712
2016 Q1	$27K	Buy	+4,665	New	+$26.8K	﹤0.01%	313

Other funds holding BGC

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

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 Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gradient Investments's BGC Position: Q2 2026 in Review

Gradient Investments opened a new position in BGC Group (BGC) in Q2 2026: 10,765 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Gradient Investments previously reported a position in BGC as recently as Q4 2022.

Gradient Investments first reported a position in BGC in Q1 2016 and has held it in 12 quarters since. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Gradient Investments held 10,765 shares of BGC Group worth $115K as of Q2 2026.
BGC Group was a new Gradient Investments position in Q2 2026.
BGC Group made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #448 holding.
Gradient Investments first reported a position in BGC Group in Q1 2016 and has held it in 12 quarters since.
367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.