SJS Investment Consulting’s BGC Group BGC Stock Holding History

SJS Investment Consulting’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 Q1	$480	Buy	49 +16	+48%	+$148	﹤0.01%	1754
2025 Q4	$295	Sell	33 -14	-30%	-$126	﹤0.01%	1689
2025 Q3	$445	Hold	47	–	–	﹤0.01%	1270
2025 Q2	$481	Sell	47 -16	-25%	-$147	﹤0.01%	1125
2025 Q1	$578	Hold	63	–	–	﹤0.01%	1198
2024 Q4	$571	Sell	63 -15	-19%	-$144	﹤0.01%	1196
2024 Q3	$717	Hold	78	–	–	﹤0.01%	1188
2024 Q2	$648	Hold	78	–	–	﹤0.01%	1206
2024 Q1	$607	Hold	78	–	–	﹤0.01%	1223
2023 Q4	$564	Buy	78 +7	+10%	+$43	﹤0.01%	1208
2023 Q3	$375	Hold	71	–	–	﹤0.01%	1312
2023 Q2	$315	Sell	71 -7	-9%	-$31	﹤0.01%	1299
2023 Q1	$408	Sell	78 -11	-12%	-$50	﹤0.01%	1204
2022 Q4	$336	Buy	89 +45	+102%	+$178	﹤0.01%	1320
2022 Q3	$0	Buy	+44	New	+$170	﹤0.01%	1065
2022 Q1	$0	Buy	+11	New	+$49	﹤0.01%	743

Other funds holding BGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return