LPL Financial
BGC icon

LPL Financial’s BGC Group BGC Stock Holding History

LPL Financial’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 		$1.32M Sell
134,502
-31,647
-19% -$293K ﹤0.01% 3908
2025
Q4 		$1.48M Sell
166,149
-15,374
-8% -$138K ﹤0.01% 3675
2025
Q3 		$1.72M Sell
181,523
-7,440
-4% -$74.5K ﹤0.01% 3462
2025
Q2 		$1.93M Sell
188,963
-6,091
-3% -$55.9K ﹤0.01% 3146
2025
Q1 		$1.79M Sell
195,054
-15,505
-7% -$145K ﹤0.01% 3052
2024
Q4 		$1.91M Buy
210,559
+9,237
+5% +$89K ﹤0.01% 2899
2024
Q3 		$1.85M Sell
201,322
-24,769
-11% -$231K ﹤0.01% 2810
2024
Q2 		$1.88M Sell
226,091
-6,195
-3% -$51K ﹤0.01% 2657
2024
Q1 		$1.8M Buy
232,286
+56,983
+33% +$422K ﹤0.01% 2616
2023
Q4 		$1.27M Buy
175,303
+23,837
+16% +$148K ﹤0.01% 2844
2023
Q3 		$800K Buy
151,466
+118,232
+356% +$588K ﹤0.01% 3095
2023
Q2 		$147K Buy
33,234
+2,482
+8% +$11K ﹤0.01% 4246
2023
Q1 		$161K Buy
30,752
+6
+0% +$27 ﹤0.01% 4104
2022
Q4 		$116K Buy
30,746
+8,099
+36% +$32K ﹤0.01% 4131
2022
Q3 		$71K Sell
22,647
-13,710
-38% -$53.1K ﹤0.01% 4177
2022
Q2 		$123K Sell
36,357
-1,310
-3% -$4.57K ﹤0.01% 4077
2022
Q1 		$166K Buy
37,667
+2,923
+8% +$12.9K ﹤0.01% 3872
2021
Q4 		$162K Sell
34,744
-3,135
-8% -$15.6K ﹤0.01% 4034
2021
Q3 		$197K Sell
37,879
-1,604
-4% -$8.52K ﹤0.01% 3990
2021
Q2 		$224K Sell
39,483
-15,988
-29% -$91.4K ﹤0.01% 3823
2021
Q1 		$268K Buy
55,471
+244
+0.4% +$1.04K ﹤0.01% 3559
2020
Q4 		$221K Buy
55,227
+10,031
+22% +$35.1K ﹤0.01% 3443
2020
Q3 		$108K Sell
45,196
-11,605
-20% -$30.3K ﹤0.01% 3351
2020
Q2 		$156K Buy
56,801
+3,459
+6% +$9.58K ﹤0.01% 3195
2020
Q1 		$134K Sell
53,342
-35
-0.1% -$171 ﹤0.01% 2927
2019
Q4 		$317K Buy
53,377
+5,953
+13% +$33.6K ﹤0.01% 2728
2019
Q3 		$261K Sell
47,424
-16,754
-26% -$89.7K ﹤0.01% 2791
2019
Q2 		$336K Sell
64,178
-14,089
-18% -$73.1K ﹤0.01% 2604
2019
Q1 		$416K Buy
78,267
+31,752
+68% +$189K ﹤0.01% 2369
2018
Q4 		$240K Sell
46,515
-14,873
-24% -$98K ﹤0.01% 2657
2018
Q3 		$467K Sell
61,388
-18,306
-23% -$135K ﹤0.01% 2288
2018
Q2 		$580K Sell
79,694
-945
-1% -$7.55K ﹤0.01% 2066
2018
Q1 		$697K Sell
80,639
-13,760
-15% -$124K ﹤0.01% 1866
2017
Q4 		$917K Sell
94,399
-4,970
-5% -$50.2K ﹤0.01% 1580
2017
Q3 		$925K Sell
99,369
-3,155
-3% -$26.4K ﹤0.01% 1496
2017
Q2 		$833K Buy
102,524
+11,847
+13% +$88.7K ﹤0.01% 1495
2017
Q1 		$656K Buy
90,677
+67,369
+289% +$484K ﹤0.01% 1568
2016
Q4 		$156K Hold
23,308
– – ﹤0.01% 2533
2016
Q3 		$128K Sell
23,308
-9
-0% -$51 ﹤0.01% 2494
2016
Q2 		$124K Sell
23,317
-18,030
-44% -$105K ﹤0.01% 2477
2016
Q1 		$240K Sell
41,347
-8,118
-16% -$46.6K ﹤0.01% 2671
2015
Q4 		$303K Buy
49,465
+26,313
+114% +$151K ﹤0.01% 2526
2015
Q3 		$123K Sell
23,152
-34,097
-60% -$198K ﹤0.01% 2626
2015
Q2 		$323K Buy
57,249
+5,416
+10% +$32.8K ﹤0.01% 2246
2015
Q1 		$316K Sell
51,833
-28,680
-36% -$163K ﹤0.01% 2203
2014
Q4 		$474K Buy
+80,513
New +$432K ﹤0.01% 1807
2013
Q3 		– Sell
-18,816
Closed -$71K – 2540
2013
Q2 		$71K Buy
+18,816
New +$68.5K ﹤0.01% 2353

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

LPL Financial's BGC Position: Q1 2026 in Review

LPL Financial reduced its BGC Group (BGC) stake by 19% in Q1 2026, selling an estimated $293K and leaving 134,502 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

LPL Financial first reported a position in BGC in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.93M in Q2 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • LPL Financial held 134,502 shares of BGC Group worth $1.32M as of Q1 2026.
  • LPL Financial sold 31,647 BGC Group shares in Q1 2026, an estimated $293K.
  • BGC Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3908 holding.
  • LPL Financial first reported a position in BGC Group in Q2 2013 and has held it in 47 quarters since.
  • LPL Financial's BGC Group position peaked at $1.93M in Q2 2025.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.