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 Q2	$42.8K	Hold	4,000	–	–	﹤0.01%	614
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 $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Montag & Associates's BGC Position: Q2 2026 in Review

Montag & Associates held its BGC Group (BGC) position steady in Q2 2026 at 4,000 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Montag & Associates first reported a position in BGC in Q3 2022 and has held it in 16 quarters since. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Montag & Associates held 4,000 shares of BGC Group worth $42.8K as of Q2 2026.
Montag & Associates left its BGC Group share count unchanged in Q2 2026.
BGC Group made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #614 holding.
Montag & Associates first reported a position in BGC Group in Q3 2022 and has held it in 16 quarters since.
366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.