Principal Securities’s BGC Group BGC Stock Holding History

Principal Securities’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
2024 Q2	–	Sell	-1	Closed	-$8	–	3402
2024 Q1	$8	Hold	1	–	–	﹤0.01%	3308
2023 Q4	$7	Buy	+1	New	+$6	﹤0.01%	3208

Other funds holding BGC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Securities's BGC Position: Q2 2024 in Review

Principal Securities sold out of BGC Group (BGC) in Q2 2024, closing a stake of 1 share — an estimated $8 sold.

Principal Securities first reported a position in BGC in Q4 2023 and held it in 2 quarters. The position peaked at $8 in Q1 2024. 281 funds tracked by Wall St. Rank hold BGC as of Q2 2024.

Principal Securities reported no remaining BGC Group position as of Q2 2024 after selling out during the quarter.
Principal Securities sold 1 BGC Group share in Q2 2024, an estimated $8.
Principal Securities first reported a position in BGC Group in Q4 2023 and held it in 2 quarters.
Principal Securities's BGC Group position peaked at $8 in Q1 2024.
281 funds tracked by Wall St. Rank held BGC Group as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.