Pension & Wealth Management Advisors’s BGC Group BGC Stock Holding History

Pension & Wealth Management 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	$16K	Hold	1,500	–	–	﹤0.01%	412
2026 Q1	$14.7K	Hold	1,500	–	–	﹤0.01%	379
2025 Q4	$13.4K	Hold	1,500	–	–	﹤0.01%	396
2025 Q3	$14.2K	Hold	1,500	–	–	﹤0.01%	379
2025 Q2	$15.3K	Hold	1,500	–	–	0.01%	342
2025 Q1	$13.8K	Hold	1,500	–	–	0.01%	347
2024 Q4	$13.6K	Hold	1,500	–	–	0.01%	353
2024 Q3	$13.8K	Hold	1,500	–	–	0.01%	287
2024 Q2	$12.4K	Hold	1,500	–	–	0.01%	274
2024 Q1	$11.7K	Hold	1,500	–	–	0.01%	272
2023 Q4	$10.8K	Hold	1,500	–	–	0.01%	244
2023 Q3	$7.92K	Hold	1,500	–	–	0.01%	210
2023 Q2	$6.64K	Buy	+1,500	New	+$6.65K	﹤0.01%	215

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pension & Wealth Management Advisors's BGC Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its BGC Group (BGC) position steady in Q2 2026 at 1,500 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Pension & Wealth Management Advisors first reported a position in BGC in Q2 2023 and has held it in 13 quarters since. 344 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Pension & Wealth Management Advisors held 1,500 shares of BGC Group worth $16K as of Q2 2026.
Pension & Wealth Management Advisors left its BGC Group share count unchanged in Q2 2026.
BGC Group made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #412 holding.
Pension & Wealth Management Advisors first reported a position in BGC Group in Q2 2023 and has held it in 13 quarters since.
344 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.