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Shelter Rock Management’s BGC Group BGC Stock Holding History

Shelter Rock 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 		$167K Sell
15,666
-1,242
-7% -$13.9K 0.16% 37
2026
Q1 		$165K Buy
16,908
+404
+2% +$3.74K 0.18% 35
2025
Q4 		$147K Buy
+16,504
New +$149K 0.15% 42

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

Shelter Rock Management's BGC Position: Q2 2026 in Review

Shelter Rock Management reduced its BGC Group (BGC) stake by 7.3% in Q2 2026, selling an estimated $13.9K and leaving 15,666 shares worth $167K. The position accounts for 0.16% of the portfolio, ranked #37.

Shelter Rock Management first reported a position in BGC in Q4 2025 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Shelter Rock Management held 15,666 shares of BGC Group worth $167K as of Q2 2026.
  • Shelter Rock Management sold 1,242 BGC Group shares in Q2 2026, an estimated $13.9K.
  • BGC Group made up 0.16% of Shelter Rock Management's portfolio in Q2 2026, its #37 holding.
  • Shelter Rock Management first reported a position in BGC Group in Q4 2025 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.