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IFP Advisors’s GCM Grosvenor GCMG Stock Holding History

IFP Advisors’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44K Sell
249
-3
-1% -$33 ﹤0.01% 3884
2025
Q4 		$2.85K Buy
252
+200
+385% +$2.28K ﹤0.01% 3701
2025
Q3 		$628 Buy
52
+49
+1,633% +$607 ﹤0.01% 4108
2025
Q2 		$35 Buy
+3
New +$37 ﹤0.01% 4823

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

IFP Advisors's GCMG Position: Q1 2026 in Review

IFP Advisors reduced its GCM Grosvenor (GCMG) stake by 1.2% in Q1 2026, selling an estimated $33 and leaving 249 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3884.

IFP Advisors first reported a position in GCMG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.85K in Q4 2025. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

  • IFP Advisors held 249 shares of GCM Grosvenor worth $2.44K as of Q1 2026.
  • IFP Advisors sold 3 GCM Grosvenor shares in Q1 2026, an estimated $33.
  • GCM Grosvenor made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3884 holding.
  • IFP Advisors first reported a position in GCM Grosvenor in Q2 2025 and has held it in 4 quarters since.
  • IFP Advisors's GCM Grosvenor position peaked at $2.85K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.