Larson Financial Group’s BGC Group BGC Stock Holding History

Larson Financial Group’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	$15.1K	Buy	1,417 +45	+3%	+$503	﹤0.01%	2166
2026 Q1	$13.4K	Buy	1,372 +20	+1%	+$185	﹤0.01%	2069
2025 Q4	$12.1K	Buy	1,352 +1,351	+135,100%	+$12.2K	﹤0.01%	2008
2025 Q3	$6	Sell	1 -24	-96%	-$240	﹤0.01%	3415
2025 Q2	$256	Buy	25 +3	+14%	+$28	﹤0.01%	3017
2025 Q1	$202	Hold	22	–	–	﹤0.01%	2795
2024 Q4	$199	Hold	22	–	–	﹤0.01%	2442
2024 Q3	$202	Hold	22	–	–	﹤0.01%	2370
2024 Q2	$183	Buy	+22	New	+$181	﹤0.01%	2096
2019 Q4	–	Sell	-700	Closed	-$4K	–	580
2019 Q3	$4K	Hold	700	–	–	﹤0.01%	374
2019 Q2	$4K	Hold	700	–	–	﹤0.01%	328
2019 Q1	$4K	Hold	700	–	–	﹤0.01%	309
2018 Q4	$4K	Buy	+700	New	+$4.61K	﹤0.01%	290

Other funds holding BGC

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

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 Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Larson Financial Group's BGC Position: Q2 2026 in Review

Larson Financial Group increased its BGC Group (BGC) stake by 3.3% in Q2 2026, buying an estimated $503 and bringing the position to 1,417 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Larson Financial Group first reported a position in BGC in Q4 2018 and has held it in 13 quarters since. 365 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Larson Financial Group held 1,417 shares of BGC Group worth $15.1K as of Q2 2026.
Larson Financial Group bought 45 BGC Group shares in Q2 2026, an estimated $503.
BGC Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2166 holding.
Larson Financial Group first reported a position in BGC Group in Q4 2018 and has held it in 13 quarters since.
365 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.