Keel Point’s BGC Group BGC Stock Holding History

Keel Point’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	-11,270	Closed	-$101K	–	485
2025 Q4	$101K	Sell	11,270 -127	-1%	-$1.14K	0.01%	527
2025 Q3	$108K	Sell	11,397 -412	-3%	-$4.13K	0.01%	514
2025 Q2	$121K	Buy	11,809 +507	+4%	+$4.66K	0.01%	501
2025 Q1	$104K	Hold	11,302	–	–	0.01%	460
2024 Q4	$102K	Hold	11,302	–	–	0.01%	428
2024 Q3	$104K	Hold	11,302	–	–	0.01%	436
2024 Q2	$104K	Sell	11,302 -57	-0.5%	-$469	0.01%	431
2024 Q1	$88.3K	Buy	11,359 +647	+6%	+$4.8K	0.01%	377
2023 Q4	$77.3K	Sell	10,712 -1,484	-12%	-$9.19K	0.01%	345
2023 Q3	$64.4K	Hold	12,196	–	–	0.01%	314
2023 Q2	$54K	Hold	12,196	–	–	0.01%	314
2023 Q1	$63.8K	Hold	12,196	–	–	0.01%	302
2022 Q4	$46K	Hold	12,196	–	–	0.01%	291
2022 Q3	$38K	Hold	12,196	–	–	0.01%	252
2022 Q2	$50K	Hold	12,196	–	–	0.01%	255
2022 Q1	$54K	Hold	12,196	–	–	0.01%	267
2021 Q4	$57K	Hold	12,196	–	–	0.01%	268
2021 Q3	$64K	Hold	12,196	–	–	0.01%	256
2021 Q2	$69K	Hold	12,196	–	–	0.01%	264
2021 Q1	$59K	Hold	12,196	–	–	0.01%	273
2020 Q4	$49K	Hold	12,196	–	–	﹤0.01%	242
2020 Q3	$29K	Buy	+12,196	New	+$31.8K	﹤0.01%	217

Other funds holding BGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Keel Point's BGC Position: Q1 2026 in Review

Keel Point sold out of BGC Group (BGC) in Q1 2026, closing a stake of 11,270 shares — an estimated $101K sold.

Keel Point first reported a position in BGC in Q3 2020 and held it in 22 quarters. The position peaked at $121K in Q2 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

Keel Point reported no remaining BGC Group position as of Q1 2026 after selling out during the quarter.
Keel Point sold 11,270 BGC Group shares in Q1 2026, an estimated $101K.
Keel Point first reported a position in BGC Group in Q3 2020 and held it in 22 quarters.
Keel Point's BGC Group position peaked at $121K in Q2 2025.
356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.