PWM
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Parkworth Wealth Management’s BGC Group BGC Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$102 Hold
10
– – ﹤0.01% 1124
2025
Q1 		$92 Hold
10
– – ﹤0.01% 964
2024
Q4 		$91 Buy
+10
New +$96 ﹤0.01% 1008

Other funds holding BGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkworth Wealth Management's BGC Position: Q2 2025 in Review

Parkworth Wealth Management held its BGC Group (BGC) position steady in Q2 2025 at 10 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Parkworth Wealth Management first reported a position in BGC in Q4 2024 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold BGC as of Q2 2025.

  • Parkworth Wealth Management held 10 shares of BGC Group worth $102 as of Q2 2025.
  • Parkworth Wealth Management left its BGC Group share count unchanged in Q2 2025.
  • BGC Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1124 holding.
  • Parkworth Wealth Management first reported a position in BGC Group in Q4 2024 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held BGC Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.