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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
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 $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

Pinnacle Wealth Planning Services's BGC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its BGC Group (BGC) stake by 65% in Q1 2026, buying an estimated $24.3K and bringing the position to 6,669 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #1044.

Pinnacle Wealth Planning Services first reported a position in BGC in Q4 2020 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,669 shares of BGC Group worth $65.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,624 BGC Group shares in Q1 2026, an estimated $24.3K.
  • BGC Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1044 holding.
  • Pinnacle Wealth Planning Services first reported a position in BGC Group in Q4 2020 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.