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Rothschild Investment LLC’s BGC Group BGC Stock Holding History

Rothschild Investment LLC’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 		$5.68K Buy
531
+36
+7% +$403 ﹤0.01% 2204
2026
Q1 		$4.84K Buy
495
+113
+30% +$1.05K ﹤0.01% 2070
2025
Q4 		$3.41K Sell
382
-177
-32% -$1.59K ﹤0.01% 2087
2025
Q3 		$5.29K Sell
559
-196
-26% -$1.96K ﹤0.01% 1690
2025
Q2 		$7.72K Buy
755
+200
+36% +$1.84K ﹤0.01% 1314
2025
Q1 		$5.09K Buy
555
+285
+106% +$2.67K ﹤0.01% 1426
2024
Q4 		$2.45K Sell
270
-70
-21% -$674 ﹤0.01% 1684
2024
Q3 		$3.12K Buy
340
+235
+224% +$2.2K ﹤0.01% 1486
2024
Q2 		$872 Buy
105
+75
+250% +$618 ﹤0.01% 1732
2024
Q1 		$233 Buy
+30
New +$222 ﹤0.01% 1679

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Rothschild Investment LLC's BGC Position: Q2 2026 in Review

Rothschild Investment LLC increased its BGC Group (BGC) stake by 7.3% in Q2 2026, buying an estimated $403 and bringing the position to 531 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Rothschild Investment LLC first reported a position in BGC in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.72K in Q2 2025. 344 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Rothschild Investment LLC held 531 shares of BGC Group worth $5.68K as of Q2 2026.
  • Rothschild Investment LLC bought 36 BGC Group shares in Q2 2026, an estimated $403.
  • BGC Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2204 holding.
  • Rothschild Investment LLC first reported a position in BGC Group in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's BGC Group position peaked at $7.72K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.