Tortoise Investment Management’s BGC Group BGC Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-500	Closed	-$4.73K	–	369
2025 Q3	$4.73K	Hold	500	–	–	﹤0.01%	706
2025 Q2	$5.12K	Hold	500	–	–	﹤0.01%	659
2025 Q1	$4.58K	Hold	500	–	–	﹤0.01%	644
2024 Q4	$4.53K	Hold	500	–	–	﹤0.01%	701
2024 Q3	$4.59K	Hold	500	–	–	﹤0.01%	694
2024 Q2	$4.15K	Hold	500	–	–	﹤0.01%	702
2024 Q1	$3.88K	Hold	500	–	–	﹤0.01%	700
2023 Q4	$3.61K	Hold	500	–	–	﹤0.01%	654
2023 Q3	$2.64K	Hold	500	–	–	﹤0.01%	670
2023 Q2	$2.21K	Hold	500	–	–	﹤0.01%	689
2023 Q1	$2.62K	Hold	500	–	–	﹤0.01%	669
2022 Q4	$1.89K	Hold	500	–	–	﹤0.01%	698
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	677
2022 Q2	$2K	Hold	500	–	–	﹤0.01%	675
2022 Q1	$2K	Hold	500	–	–	﹤0.01%	630
2021 Q4	$2K	Hold	500	–	–	﹤0.01%	607
2021 Q3	$3K	Hold	500	–	–	﹤0.01%	558
2021 Q2	$3K	Hold	500	–	–	﹤0.01%	548
2021 Q1	$2K	Hold	500	–	–	﹤0.01%	545
2020 Q4	$2K	Hold	500	–	–	﹤0.01%	504
2020 Q3	$1K	Buy	+500	New	+$1.3K	﹤0.01%	500
2016 Q3	–	Sell	-1,555	Closed	-$9K	–	446
2016 Q2	$9K	Buy	+1,555	New	+$9.02K	﹤0.01%	316

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Tortoise Investment Management's BGC Position: Q4 2025 in Review

Tortoise Investment Management sold out of BGC Group (BGC) in Q4 2025, closing a stake of 500 shares — an estimated $4.73K sold.

Tortoise Investment Management first reported a position in BGC in Q2 2016 and held it in 22 quarters. The position peaked at $9K in Q2 2016. 349 funds tracked by Wall St. Rank hold BGC as of Q4 2025.

Tortoise Investment Management reported no remaining BGC Group position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 500 BGC Group shares in Q4 2025, an estimated $4.73K.
Tortoise Investment Management first reported a position in BGC Group in Q2 2016 and held it in 22 quarters.
Tortoise Investment Management's BGC Group position peaked at $9K in Q2 2016.
349 funds tracked by Wall St. Rank held BGC Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.