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Live Oak Investment Partners’s BGC Group BGC Stock Holding History

Live Oak Investment Partners’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 		$1.38M Buy
+140,909
New +$1.31M 0.81% 32

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

Live Oak Investment Partners's BGC Position: Q1 2026 in Review

Live Oak Investment Partners opened a new position in BGC Group (BGC) in Q1 2026: 140,909 shares worth $1.38M. The stake represents 0.81% of the portfolio and ranks #32 among its holdings.

356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Live Oak Investment Partners held 140,909 shares of BGC Group worth $1.38M as of Q1 2026.
  • BGC Group was a new Live Oak Investment Partners position in Q1 2026.
  • BGC Group made up 0.81% of Live Oak Investment Partners's portfolio in Q1 2026, its #32 holding.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.