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Pinnacle Wealth Planning Services’s BGC Group BGC Stock Holding History

Pinnacle Wealth Planning Services’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 		$73.2K Buy
6,852
+183
+3% +$2.05K 0.01% 1049
2026
Q1 		$65.2K Buy
6,669
+2,624
+65% +$24.3K 0.01% 1044
2025
Q4 		$36.1K Buy
+4,045
New +$36.4K ﹤0.01% 1408
2021
Q1 		– Sell
-196
Closed -$1K – 532
2020
Q4 		$1K Buy
+196
New +$686 ﹤0.01% 2067

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

Pinnacle Wealth Planning Services's BGC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BGC Group (BGC) stake by 2.7% in Q2 2026, buying an estimated $2.05K and bringing the position to 6,852 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #1049.

Pinnacle Wealth Planning Services first reported a position in BGC in Q4 2020 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,852 shares of BGC Group worth $73.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 183 BGC Group shares in Q2 2026, an estimated $2.05K.
  • BGC Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1049 holding.
  • Pinnacle Wealth Planning Services first reported a position in BGC Group in Q4 2020 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.