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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
Q2 		$1.99K Sell
162
-87
-35% -$952 ﹤0.01% 4234
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 $9.31B AUM 73.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

IFP Advisors's GCMG Position: Q2 2026 in Review

IFP Advisors reduced its GCM Grosvenor (GCMG) stake by 35% in Q2 2026, selling an estimated $952 and leaving 162 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

IFP Advisors first reported a position in GCMG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.85K in Q4 2025. 148 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • IFP Advisors held 162 shares of GCM Grosvenor worth $1.99K as of Q2 2026.
  • IFP Advisors sold 87 GCM Grosvenor shares in Q2 2026, an estimated $952.
  • GCM Grosvenor made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4234 holding.
  • IFP Advisors first reported a position in GCM Grosvenor in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's GCM Grosvenor position peaked at $2.85K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.