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Key Financial Inc’s BGC Group BGC Stock Holding History

Key Financial Inc’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 		$104K Buy
+9,730
New +$109K 0.02% 416
2022
Q2 		– Sell
-750
Closed -$3K – 1089
2022
Q1 		$3K Buy
+750
New +$3.32K ﹤0.01% 854

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Key Financial Inc's BGC Position: Q2 2026 in Review

Key Financial Inc opened a new position in BGC Group (BGC) in Q2 2026: 9,730 shares worth $104K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in BGC as recently as Q1 2022.

Key Financial Inc first reported a position in BGC in Q1 2022 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Key Financial Inc held 9,730 shares of BGC Group worth $104K as of Q2 2026.
  • BGC Group was a new Key Financial Inc position in Q2 2026.
  • BGC Group made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #416 holding.
  • Key Financial Inc first reported a position in BGC Group in Q1 2022 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.