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SlateStone Wealth’s BGC Group BGC Stock Holding History

SlateStone Wealth’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
+11,715
New +$131K 0.01% 289

Other funds holding BGC

OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SlateStone Wealth's BGC Position: Q2 2026 in Review

SlateStone Wealth opened a new position in BGC Group (BGC) in Q2 2026: 11,715 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings.

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

  • SlateStone Wealth held 11,715 shares of BGC Group worth $125K as of Q2 2026.
  • BGC Group was a new SlateStone Wealth position in Q2 2026.
  • BGC Group made up 0.01% of SlateStone Wealth's portfolio in Q2 2026, its #289 holding.
  • 91 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.