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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
Q2 		$1.62M Buy
151,148
+10,239
+7% +$115K 0.87% 32
2026
Q1 		$1.38M Buy
+140,909
New +$1.31M 0.81% 32

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 $3.38T AUM 44.17% 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

Live Oak Investment Partners's BGC Position: Q2 2026 in Review

Live Oak Investment Partners increased its BGC Group (BGC) stake by 7.3% in Q2 2026, buying an estimated $115K and bringing the position to 151,148 shares worth $1.62M. The position accounts for 0.87% of the portfolio, ranked #32.

Live Oak Investment Partners first reported a position in BGC in Q1 2026 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Live Oak Investment Partners held 151,148 shares of BGC Group worth $1.62M as of Q2 2026.
  • Live Oak Investment Partners bought 10,239 BGC Group shares in Q2 2026, an estimated $115K.
  • BGC Group made up 0.87% of Live Oak Investment Partners's portfolio in Q2 2026, its #32 holding.
  • Live Oak Investment Partners first reported a position in BGC Group in Q1 2026 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.