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Synergy Asset Management’s BGC Group BGC Stock Holding History

Synergy Asset 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 		$1.78M Buy
182,282
+31,126
+21% +$288K 0.19% 79
2025
Q4 		$1.35M Sell
151,156
-156,036
-51% -$1.41M 0.14% 88
2025
Q3 		$2.99M Buy
307,192
+196,734
+178% +$1.97M 0.11% 106
2025
Q2 		$1.13M Buy
+110,458
New +$1.01M 0.13% 90

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

Synergy Asset Management's BGC Position: Q1 2026 in Review

Synergy Asset Management increased its BGC Group (BGC) stake by 21% in Q1 2026, buying an estimated $288K and bringing the position to 182,282 shares worth $1.78M. The position accounts for 0.19% of the portfolio, ranked #79.

Synergy Asset Management first reported a position in BGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.99M in Q3 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Synergy Asset Management held 182,282 shares of BGC Group worth $1.78M as of Q1 2026.
  • Synergy Asset Management bought 31,126 BGC Group shares in Q1 2026, an estimated $288K.
  • BGC Group made up 0.19% of Synergy Asset Management's portfolio in Q1 2026, its #79 holding.
  • Synergy Asset Management first reported a position in BGC Group in Q2 2025 and has held it in 4 quarters since.
  • Synergy Asset Management's BGC Group position peaked at $2.99M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.