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Keynote Financial Services’s BGC Group BGC Stock Holding History

Keynote Financial 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 		$371K Buy
37,921
+8,365
+28% +$77.5K 0.2% 117
2025
Q4 		$264K Buy
29,556
+12,698
+75% +$114K 0.15% 141
2025
Q3 		$159K Sell
16,858
-5,240
-24% -$52.5K 0.1% 157
2025
Q2 		$226K Sell
22,098
-4,565
-17% -$41.9K 0.15% 138
2025
Q1 		$245K Buy
26,663
+12,715
+91% +$119K 0.17% 128
2024
Q4 		$126K Buy
+13,948
New +$134K 0.1% 145

Other funds holding BGC

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Keynote Financial Services's BGC Position: Q1 2026 in Review

Keynote Financial Services increased its BGC Group (BGC) stake by 28% in Q1 2026, buying an estimated $77.5K and bringing the position to 37,921 shares worth $371K. The position accounts for 0.2% of the portfolio, ranked #117.

Keynote Financial Services first reported a position in BGC in Q4 2024 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Keynote Financial Services held 37,921 shares of BGC Group worth $371K as of Q1 2026.
  • Keynote Financial Services bought 8,365 BGC Group shares in Q1 2026, an estimated $77.5K.
  • BGC Group made up 0.2% of Keynote Financial Services's portfolio in Q1 2026, its #117 holding.
  • Keynote Financial Services first reported a position in BGC Group in Q4 2024 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.