SFA
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Sequoia Financial Advisors’s BGC Group BGC Stock Holding History

Sequoia Financial Advisors’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 		$125K Buy
+11,714
New +$131K ﹤0.01% 2050
2026
Q1 		– Sell
-11,225
Closed -$100K – 1945
2025
Q4 		$100K Buy
+11,225
New +$101K ﹤0.01% 1874

Other funds holding BGC

OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sequoia Financial Advisors's BGC Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in BGC Group (BGC) in Q2 2026: 11,714 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #2050 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in BGC as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in BGC in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Sequoia Financial Advisors held 11,714 shares of BGC Group worth $125K as of Q2 2026.
  • BGC Group was a new Sequoia Financial Advisors position in Q2 2026.
  • BGC Group made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2050 holding.
  • Sequoia Financial Advisors first reported a position in BGC Group in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.