Mather Group
BGC icon

Mather Group’s BGC Group BGC Stock Holding History

Mather 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
Q3 		– Sell
-442
Closed -$4.72K – 2258
2026
Q2 		$4.72K Hold
442
– – ﹤0.01% 1628
2026
Q1 		$4.32K Buy
+442
New +$4.09K ﹤0.01% 1599
2025
Q4 		– Sell
-442
Closed -$4.18K – 758
2025
Q3 		$4.18K Buy
+442
New +$4.42K ﹤0.01% 1427
2025
Q2 		– Sell
-442
Closed -$4.05K – 726
2025
Q1 		$4.05K Hold
442
– – ﹤0.01% 1446
2024
Q4 		$4K Hold
442
– – ﹤0.01% 1415
2024
Q3 		$4.06K Hold
442
– – ﹤0.01% 1340
2024
Q2 		$3.43K Buy
+442
New +$3.64K ﹤0.01% 1731

Other funds holding BGC

O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
CWC Advisors
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

Mather Group's BGC Position: Q3 2026 in Review

Mather Group sold out of BGC Group (BGC) in Q3 2026, closing a stake of 442 shares — an estimated $4.72K sold.

Mather Group first reported a position in BGC in Q2 2024 and held it in 7 quarters. The position peaked at $4.72K in Q2 2026. 53 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Mather Group reported no remaining BGC Group position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 442 BGC Group shares in Q3 2026, an estimated $4.72K.
  • Mather Group first reported a position in BGC Group in Q2 2024 and held it in 7 quarters.
  • Mather Group's BGC Group position peaked at $4.72K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.