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Sterneck Capital Management’s BGC Group BGC Stock Holding History

Sterneck 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 		$161K Sell
16,426
-21,511
-57% -$199K 0.07% 113
2025
Q4 		$339K Buy
37,937
+5,463
+17% +$49.2K 0.15% 78
2025
Q3 		$307K Sell
32,474
-3,585
-10% -$35.9K 0.14% 76
2025
Q2 		$369K Sell
36,059
-1,200
-3% -$11K 0.19% 67
2025
Q1 		$342K Buy
37,259
+300
+0.8% +$2.81K 0.18% 67
2024
Q4 		$335K Buy
36,959
+17,559
+91% +$169K 0.18% 60
2024
Q3 		$178K Buy
19,400
+5,000
+35% +$46.7K 0.1% 91
2024
Q2 		$120K Sell
14,400
-500
-3% -$4.12K 0.07% 92
2024
Q1 		$116K Sell
14,900
-1,000
-6% -$7.41K 0.07% 91
2023
Q4 		$115K Sell
15,900
-9,000
-36% -$55.7K 0.07% 92
2023
Q3 		$131K Buy
+24,900
New +$124K 0.09% 88

Other funds holding BGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
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

Sterneck Capital Management's BGC Position: Q1 2026 in Review

Sterneck Capital Management reduced its BGC Group (BGC) stake by 57% in Q1 2026, selling an estimated $199K and leaving 16,426 shares worth $161K. The position accounts for 0.07% of the portfolio, ranked #113.

Sterneck Capital Management first reported a position in BGC in Q3 2023 and has held it in 11 quarters since. The position peaked at $369K in Q2 2025. 357 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Sterneck Capital Management held 16,426 shares of BGC Group worth $161K as of Q1 2026.
  • Sterneck Capital Management sold 21,511 BGC Group shares in Q1 2026, an estimated $199K.
  • BGC Group made up 0.07% of Sterneck Capital Management's portfolio in Q1 2026, its #113 holding.
  • Sterneck Capital Management first reported a position in BGC Group in Q3 2023 and has held it in 11 quarters since.
  • Sterneck Capital Management's BGC Group position peaked at $369K in Q2 2025.
  • 357 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.