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Kestra Advisory Services’s BGC Group BGC Stock Holding History

Kestra Advisory Services’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
-3,257
Closed -$29.1K – 3241
2025
Q4 		$29.1K Buy
+3,257
New +$29.3K ﹤0.01% 4310
2022
Q4 		– Sell
-24,478
Closed -$77K – 2259
2022
Q3 		$77K Buy
+24,478
New +$94.7K ﹤0.01% 2004
2021
Q2 		– Sell
-13,283
Closed -$64K – 2003
2021
Q1 		$64K Sell
13,283
-12,331
-48% -$52.5K ﹤0.01% 1820
2020
Q4 		$100K Buy
25,614
+12,601
+97% +$44.1K ﹤0.01% 1785
2020
Q3 		$31K Buy
+13,013
New +$34K ﹤0.01% 1394

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kestra Advisory Services's BGC Position: Q1 2026 in Review

Kestra Advisory Services sold out of BGC Group (BGC) in Q1 2026, closing a stake of 3,257 shares — an estimated $29.1K sold.

Kestra Advisory Services first reported a position in BGC in Q3 2020 and held it in 5 quarters. The position peaked at $100K in Q4 2020. 358 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Kestra Advisory Services reported no remaining BGC Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,257 BGC Group shares in Q1 2026, an estimated $29.1K.
  • Kestra Advisory Services first reported a position in BGC Group in Q3 2020 and held it in 5 quarters.
  • Kestra Advisory Services's BGC Group position peaked at $100K in Q4 2020.
  • 358 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.