O'Keefe Stevens Advisory
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O'Keefe Stevens Advisory’s BGC Group BGC Stock Holding History

O'Keefe Stevens Advisory’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 		$21.8M Buy
1,893,192
+59,261
+3% +$682K 4.46% 8
2026
Q2 		$19.6M Buy
1,833,931
+28,142
+2% +$315K 4.02% 9
2026
Q1 		$17.7M Buy
1,805,789
+128,998
+8% +$1.19M 4.36% 9
2025
Q4 		$15M Sell
1,676,791
-70,312
-4% -$633K 3.89% 9
2025
Q3 		$16.5M Buy
1,747,103
+22,165
+1% +$222K 4.48% 7
2025
Q2 		$17.6M Buy
1,724,938
+41,018
+2% +$377K 4.96% 3
2025
Q1 		$15.4M Buy
1,683,920
+37,714
+2% +$353K 5.06% 3
2024
Q4 		$14.9M Buy
1,646,206
+60,739
+4% +$585K 4.61% 3
2024
Q3 		$14.6M Buy
1,585,467
+27,074
+2% +$253K 4.4% 5
2024
Q2 		$12.9M Buy
1,558,393
+35,983
+2% +$296K 4.32% 6
2024
Q1 		$11.8M Buy
1,522,410
+9,277
+0.6% +$68.8K 3.88% 7
2023
Q4 		$10.9M Buy
1,513,133
+17,508
+1% +$108K 4.4% 7
2023
Q3 		$7.9M Buy
1,495,625
+435,679
+41% +$2.17M 3.59% 12
2023
Q2 		$4.7M Buy
1,059,946
+332,213
+46% +$1.47M 2.02% 16
2023
Q1 		$3.81M Buy
727,733
+538,583
+285% +$2.47M 1.88% 17
2022
Q4 		$713K Buy
+189,150
New +$747K 0.42% 26

Other funds holding BGC

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
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Live Oak Investment Partners
Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 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

O'Keefe Stevens Advisory's BGC Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its BGC Group (BGC) stake by 3.2% in Q3 2026, buying an estimated $682K and bringing the position to 1,893,192 shares worth $21.8M. The position accounts for 4.46% of the portfolio, ranked #8.

O'Keefe Stevens Advisory first reported a position in BGC in Q4 2022 and has held it in 16 quarters since. 98 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • O'Keefe Stevens Advisory held 1,893,192 shares of BGC Group worth $21.8M as of Q3 2026.
  • O'Keefe Stevens Advisory bought 59,261 BGC Group shares in Q3 2026, an estimated $682K.
  • BGC Group made up 4.46% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #8 holding.
  • O'Keefe Stevens Advisory first reported a position in BGC Group in Q4 2022 and has held it in 16 quarters since.
  • 98 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.