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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
Q2 		$306K Buy
28,582
+387
+1% +$4.33K 0.01% 969
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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: Q2 2026 in Review

Mount Yale Investment Advisors increased its BGC Group (BGC) stake by 1.4% in Q2 2026, buying an estimated $4.33K and bringing the position to 28,582 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #969.

Mount Yale Investment Advisors first reported a position in BGC in Q2 2025 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Mount Yale Investment Advisors held 28,582 shares of BGC Group worth $306K as of Q2 2026.
  • Mount Yale Investment Advisors bought 387 BGC Group shares in Q2 2026, an estimated $4.33K.
  • BGC Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #969 holding.
  • Mount Yale Investment Advisors first reported a position in BGC Group in Q2 2025 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.