Sterling Capital Management’s BGC Group BGC Stock Holding History

Sterling Capital 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 Q1	$23K	Buy	2,350 +2	+0.1%	+$19	﹤0.01%	1973
2025 Q4	$21K	Buy	2,348 +1,469	+167%	+$13.2K	﹤0.01%	2203
2025 Q3	$8.31K	Buy	879 +13	+2%	+$130	﹤0.01%	2589
2025 Q2	$8.86K	Sell	866 -5,266	-86%	-$48.4K	﹤0.01%	2210
2025 Q1	$56.2K	Sell	6,132 -5,615	-48%	-$52.6K	﹤0.01%	1394
2024 Q4	$106K	Buy	11,747 +10,479	+826%	+$101K	﹤0.01%	1425
2024 Q3	$11.6K	Buy	+1,268	New	+$11.9K	﹤0.01%	1536
2018 Q4	–	Sell	-359,678	Closed	-$2.73M	–	845
2018 Q3	$2.73M	Buy	+359,678	New	+$2.66M	0.02%	358
2018 Q1	–	Sell	-289,479	Closed	-$2.81M	–	845
2017 Q4	$2.81M	Hold	289,479	–	–	0.03%	344
2017 Q3	$2.69M	Hold	289,479	–	–	0.03%	338
2017 Q2	$2.35M	Buy	+289,479	New	+$2.17M	0.02%	352
2014 Q3	–	Sell	-270,066	Closed	-$1.29M	–	892
2014 Q2	$1.29M	Buy	270,066 +6,198	+2%	+$28.5K	0.01%	540
2014 Q1	$1.11M	Buy	+263,868	New	+$1.12M	0.01%	557

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