Root Financial Partners
BGC icon

Root Financial Partners’s BGC Group BGC Stock Holding History

Root Financial Partners’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 		$16.7K Buy
+1,446
New +$16.6K ﹤0.01% 1656
2026
Q2 		– Sell
-1,238
Closed -$12.1K – 733
2026
Q1 		$12.1K Buy
1,238
+330
+36% +$3.06K ﹤0.01% 1583
2025
Q4 		$8.11K Buy
908
+27
+3% +$243 ﹤0.01% 1589
2025
Q3 		$8.33K Buy
+881
New +$8.82K ﹤0.01% 1526

Other funds holding BGC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Root Financial Partners's BGC Position: Q3 2026 in Review

Root Financial Partners opened a new position in BGC Group (BGC) in Q3 2026: 1,446 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BGC as recently as Q1 2026.

Root Financial Partners first reported a position in BGC in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Root Financial Partners held 1,446 shares of BGC Group worth $16.7K as of Q3 2026.
  • BGC Group was a new Root Financial Partners position in Q3 2026.
  • BGC Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1656 holding.
  • Root Financial Partners first reported a position in BGC Group in Q3 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.