SWM
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SHP Wealth Management’s BGC Group BGC Stock Holding History

SHP Wealth 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 		$3.21K Buy
+300
New +$3.36K ﹤0.01% 1265

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

SHP Wealth Management's BGC Position: Q2 2026 in Review

SHP Wealth Management opened a new position in BGC Group (BGC) in Q2 2026: 300 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings.

367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • SHP Wealth Management held 300 shares of BGC Group worth $3.21K as of Q2 2026.
  • BGC Group was a new SHP Wealth Management position in Q2 2026.
  • BGC Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1265 holding.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.