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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
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

OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Root Financial Partners's BGC Position: Q2 2026 in Review

Root Financial Partners sold out of BGC Group (BGC) in Q2 2026, closing a stake of 1,238 shares — an estimated $12.1K sold.

Root Financial Partners first reported a position in BGC in Q3 2025 and held it in 3 quarters. The position peaked at $12.1K in Q1 2026. 90 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Root Financial Partners reported no remaining BGC Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,238 BGC Group shares in Q2 2026, an estimated $12.1K.
  • Root Financial Partners first reported a position in BGC Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BGC Group position peaked at $12.1K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.