Robertson Stephens Wealth Management
BGC icon

Robertson Stephens Wealth Management’s BGC Group BGC Stock Holding History

Robertson Stephens Wealth Management’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
Q3 		$14.2M Sell
1,227,288
-93,230
-7% -$1.07M 0.34% 50
2026
Q2 		$14.1M Sell
1,320,518
-55,649
-4% -$623K 0.35% 54
2026
Q1 		$13.5M Sell
1,376,167
-629,409
-31% -$5.83M 0.38% 50
2025
Q4 		$17.9M Buy
2,005,576
+386,709
+24% +$3.48M 0.47% 40
2025
Q3 		$15.3M Buy
1,618,867
+59,809
+4% +$599K 0.46% 42
2025
Q2 		$15.9M Buy
1,559,058
+15,795
+1% +$145K 0.51% 40
2025
Q1 		$14.2M Buy
1,543,263
+5,789
+0.4% +$54.3K 0.49% 41
2024
Q4 		$13.9M Buy
1,537,474
+54,705
+4% +$527K 0.49% 41
2024
Q3 		$13.6M Buy
1,482,769
+21,851
+1% +$204K 0.49% 45
2024
Q2 		$12.1M Buy
1,460,918
+31,388
+2% +$258K 0.61% 31
2024
Q1 		$11.1M Buy
1,429,530
+32,792
+2% +$243K 0.59% 35
2023
Q4 		$10.1M Buy
1,396,738
+10,004
+0.7% +$62K 0.61% 32
2023
Q3 		$7.32M Sell
1,386,734
-4,836
-0.3% -$24.1K 0.49% 41
2023
Q2 		$6.16M Buy
1,391,570
+20,734
+2% +$91.9K 0.44% 48
2023
Q1 		$7.17M Buy
1,370,836
+29,206
+2% +$134K 0.55% 35
2022
Q4 		$5.06M Buy
1,341,630
+35,194
+3% +$139K 0.49% 47
2022
Q3 		$4.1M Buy
1,306,436
+63,075
+5% +$244K 0.43% 48
2022
Q2 		$4.19M Sell
1,243,361
-155,675
-11% -$542K 0.4% 49
2022
Q1 		$6.16M Buy
1,399,036
+62,642
+5% +$277K 0.52% 36
2021
Q4 		$6.21M Buy
1,336,394
+75,074
+6% +$375K 0.52% 41
2021
Q3 		$6.57M Buy
1,261,320
+138,246
+12% +$734K 0.74% 30
2021
Q2 		$6.37M Buy
1,123,074
+58,256
+5% +$333K 0.76% 26
2021
Q1 		$5.14M Buy
1,064,818
+321,380
+43% +$1.37M 0.82% 27
2020
Q4 		$2.97M Buy
743,438
+18,799
+3% +$65.8K 0.62% 37
2020
Q3 		$1.74M Buy
724,639
+168,610
+30% +$440K 0.43% 50
2020
Q2 		$1.52M Sell
556,029
-56,441
-9% -$156K 0.44% 52
2020
Q1 		$1.54M Buy
+612,470
New +$2.99M 0.53% 46

Other funds holding BGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robertson Stephens Wealth Management's BGC Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its BGC Group (BGC) stake by 7.1% in Q3 2026, selling an estimated $1.07M and leaving 1,227,288 shares worth $14.2M. The position accounts for 0.34% of the portfolio, ranked #50.

Robertson Stephens Wealth Management first reported a position in BGC in Q1 2020 and has held it in 27 quarters since. The position peaked at $17.9M in Q4 2025. 131 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Robertson Stephens Wealth Management held 1,227,288 shares of BGC Group worth $14.2M as of Q3 2026.
  • Robertson Stephens Wealth Management sold 93,230 BGC Group shares in Q3 2026, an estimated $1.07M.
  • BGC Group made up 0.34% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Robertson Stephens Wealth Management first reported a position in BGC Group in Q1 2020 and has held it in 27 quarters since.
  • Robertson Stephens Wealth Management's BGC Group position peaked at $17.9M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.