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Optimist Retirement Group’s BGC Group BGC Stock Holding History

Optimist Retirement Group’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 		– Sell
-28,058
Closed -$251K – 115
2025
Q4 		$251K Sell
28,058
-4,758
-14% -$42.9K 0.11% 94
2025
Q3 		$310K Buy
32,816
+543
+2% +$5.44K 0.14% 84
2025
Q2 		$330K Buy
+32,273
New +$296K 0.16% 76

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 $95.5B AUM 28.4% 1-Year Est. Return

Optimist Retirement Group's BGC Position: Q1 2026 in Review

Optimist Retirement Group sold out of BGC Group (BGC) in Q1 2026, closing a stake of 28,058 shares — an estimated $251K sold.

Optimist Retirement Group first reported a position in BGC in Q2 2025 and held it in 3 quarters. The position peaked at $330K in Q2 2025. 357 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Optimist Retirement Group reported no remaining BGC Group position as of Q1 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 28,058 BGC Group shares in Q1 2026, an estimated $251K.
  • Optimist Retirement Group first reported a position in BGC Group in Q2 2025 and held it in 3 quarters.
  • Optimist Retirement Group's BGC Group position peaked at $330K in Q2 2025.
  • 357 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.