SVB Wealth’s BGC Group BGC Stock Holding History

SVB 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
2025 Q2	–	Sell	-272	Closed	-$2.49K	–	632
2025 Q1	$2.49K	Buy	+272	New	+$2.55K	﹤0.01%	1185
2020 Q2	–	Sell	-54,800	Closed	-$138K	–	643
2020 Q1	$138K	Hold	54,800	–	–	﹤0.01%	480
2019 Q4	$326K	Buy	+54,800	New	+$309K	0.01%	486

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SVB Wealth's BGC Position: Q2 2025 in Review

SVB Wealth sold out of BGC Group (BGC) in Q2 2025, closing a stake of 272 shares — an estimated $2.49K sold.

SVB Wealth first reported a position in BGC in Q4 2019 and held it in 3 quarters. The position peaked at $326K in Q4 2019. 344 funds tracked by Wall St. Rank hold BGC as of Q2 2025.

SVB Wealth reported no remaining BGC Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 272 BGC Group shares in Q2 2025, an estimated $2.49K.
SVB Wealth first reported a position in BGC Group in Q4 2019 and held it in 3 quarters.
SVB Wealth's BGC Group position peaked at $326K in Q4 2019.
344 funds tracked by Wall St. Rank held BGC Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.