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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
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

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

Robertson Stephens Wealth Management's BGC Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its BGC Group (BGC) stake by 31% in Q1 2026, selling an estimated $5.83M and leaving 1,376,167 shares worth $13.5M. The position accounts for 0.38% of the portfolio, ranked #50.

Robertson Stephens Wealth Management first reported a position in BGC in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.9M in Q4 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Robertson Stephens Wealth Management held 1,376,167 shares of BGC Group worth $13.5M as of Q1 2026.
  • Robertson Stephens Wealth Management sold 629,409 BGC Group shares in Q1 2026, an estimated $5.83M.
  • BGC Group made up 0.38% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Robertson Stephens Wealth Management first reported a position in BGC Group in Q1 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's BGC Group position peaked at $17.9M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.