PFC
BGC icon

Phocas Financial Corp’s BGC Group BGC Stock Holding History

Phocas Financial Corp’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 		$5.58M Sell
522,276
-27,044
-5% -$303K 0.77% 55
2026
Q1 		$5.37M Sell
549,320
-153,499
-22% -$1.42M 0.84% 57
2025
Q4 		$6.28M Sell
702,819
-1,759
-0.2% -$15.8K 0.82% 59
2025
Q3 		$6.67M Buy
704,578
+15,164
+2% +$152K 0.86% 49
2025
Q2 		$7.05M Buy
689,414
+102
+0% +$937 1.01% 40
2025
Q1 		$6.32M Buy
689,312
+322,364
+88% +$3.02M 0.97% 42
2024
Q4 		$3.33M Buy
+366,948
New +$3.53M 0.44% 95

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 $3.37T AUM 44.26% 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

Phocas Financial Corp's BGC Position: Q2 2026 in Review

Phocas Financial Corp reduced its BGC Group (BGC) stake by 4.9% in Q2 2026, selling an estimated $303K and leaving 522,276 shares worth $5.58M. The position accounts for 0.77% of the portfolio, ranked #55.

Phocas Financial Corp first reported a position in BGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.05M in Q2 2025. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Phocas Financial Corp held 522,276 shares of BGC Group worth $5.58M as of Q2 2026.
  • Phocas Financial Corp sold 27,044 BGC Group shares in Q2 2026, an estimated $303K.
  • BGC Group made up 0.77% of Phocas Financial Corp's portfolio in Q2 2026, its #55 holding.
  • Phocas Financial Corp first reported a position in BGC Group in Q4 2024 and has held it in 7 quarters since.
  • Phocas Financial Corp's BGC Group position peaked at $7.05M in Q2 2025.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.