Institute for Wealth Management’s BGC Group BGC Stock Holding History

Institute for Wealth Management’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	$10.7K	Buy	+1,000	New	+$11.2K	﹤0.01%	1301

Other funds holding BGC

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

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Institute for Wealth Management's BGC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BGC Group (BGC) in Q2 2026: 1,000 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings.

173 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Institute for Wealth Management held 1,000 shares of BGC Group worth $10.7K as of Q2 2026.
BGC Group was a new Institute for Wealth Management position in Q2 2026.
BGC Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1301 holding.
173 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.