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LRI Investments’s BGC Group BGC Stock Holding History

LRI Investments’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 		$214 Buy
+20
New +$224 ﹤0.01% 1727

Other funds holding BGC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LRI Investments's BGC Position: Q2 2026 in Review

LRI Investments opened a new position in BGC Group (BGC) in Q2 2026: 20 shares worth $214. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings.

106 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • LRI Investments held 20 shares of BGC Group worth $214 as of Q2 2026.
  • BGC Group was a new LRI Investments position in Q2 2026.
  • BGC Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1727 holding.
  • 106 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.