RSWM
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
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

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

Robertson Stephens Wealth Management's BGC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its BGC Group (BGC) stake by 4% in Q2 2026, selling an estimated $623K and leaving 1,320,518 shares worth $14.1M. The position accounts for 0.35% of the portfolio, ranked #54.

Robertson Stephens Wealth Management first reported a position in BGC in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.9M in Q4 2025. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,320,518 shares of BGC Group worth $14.1M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 55,649 BGC Group shares in Q2 2026, an estimated $623K.
  • BGC Group made up 0.35% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Robertson Stephens Wealth Management first reported a position in BGC Group in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's BGC Group position peaked at $17.9M in Q4 2025.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.