Montag & Associates’s BGC Group BGC Stock Holding History

Montag & Associates’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	$39.1K	Hold	4,000	–	–	﹤0.01%	618
2025 Q4	$35.7K	Hold	4,000	–	–	﹤0.01%	639
2025 Q3	$37.8K	Hold	4,000	–	–	﹤0.01%	631
2025 Q2	$40.9K	Hold	4,000	–	–	﹤0.01%	609
2025 Q1	$36.7K	Hold	4,000	–	–	﹤0.01%	658
2024 Q4	$36.2K	Hold	4,000	–	–	﹤0.01%	650
2024 Q3	$36.7K	Hold	4,000	–	–	﹤0.01%	649
2024 Q2	$33.2K	Hold	4,000	–	–	﹤0.01%	646
2024 Q1	$31.1K	Hold	4,000	–	–	﹤0.01%	653
2023 Q4	$28.9K	Hold	4,000	–	–	﹤0.01%	656
2023 Q3	$21.1K	Hold	4,000	–	–	﹤0.01%	667
2023 Q2	$17.5K	Hold	4,000	–	–	﹤0.01%	683
2023 Q1	$20.9K	Hold	4,000	–	–	﹤0.01%	661
2022 Q4	$15.1K	Hold	4,000	–	–	﹤0.01%	689
2022 Q3	$13K	Buy	+4,000	New	+$15.5K	﹤0.01%	697

Other funds holding BGC

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Montag & Associates's BGC Position: Q1 2026 in Review

Montag & Associates held its BGC Group (BGC) position steady in Q1 2026 at 4,000 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Montag & Associates first reported a position in BGC in Q3 2022 and has held it in 15 quarters since. The position peaked at $40.9K in Q2 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

Montag & Associates held 4,000 shares of BGC Group worth $39.1K as of Q1 2026.
Montag & Associates left its BGC Group share count unchanged in Q1 2026.
BGC Group made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #618 holding.
Montag & Associates first reported a position in BGC Group in Q3 2022 and has held it in 15 quarters since.
Montag & Associates's BGC Group position peaked at $40.9K in Q2 2025.
356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.