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Mount Yale Investment Advisors’s BGC Group BGC Stock Holding History

Mount Yale Investment Advisors’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 		$276K Buy
+28,195
New +$261K 0.01% 932
2025
Q3 		– Sell
-27,947
Closed -$286K – 771
2025
Q2 		$286K Buy
+27,947
New +$257K 0.02% 469

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 $113B AUM 38.87% 1-Year Est. Return

Mount Yale Investment Advisors's BGC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in BGC Group (BGC) in Q1 2026: 28,195 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BGC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BGC in Q2 2025 and has held it in 2 quarters since. The position peaked at $286K in Q2 2025. 357 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Mount Yale Investment Advisors held 28,195 shares of BGC Group worth $276K as of Q1 2026.
  • BGC Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • BGC Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #932 holding.
  • Mount Yale Investment Advisors first reported a position in BGC Group in Q2 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's BGC Group position peaked at $286K in Q2 2025.
  • 357 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.