Toth Financial Advisory
BGC icon

Toth Financial Advisory’s BGC Group BGC Stock Holding History

Toth Financial Advisory’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
Q3 		$232K Buy
20,120
+20,000
+16,667% +$230K 0.02% 221
2026
Q2 		$1.28K Hold
120
– – ﹤0.01% 800
2026
Q1 		$1.17K Hold
120
– – ﹤0.01% 792
2025
Q4 		$1.07K Sell
120
-4,100
-97% -$36.9K ﹤0.01% 779
2025
Q3 		$39.9K Buy
4,220
+4,100
+3,417% +$41K ﹤0.01% 383
2025
Q2 		$1.23K Buy
+120
New +$1.1K ﹤0.01% 689

Other funds holding BGC

O'Keefe Stevens Advisory
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Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
CWC Advisors
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

Toth Financial Advisory's BGC Position: Q3 2026 in Review

Toth Financial Advisory increased its BGC Group (BGC) stake by 16,667% in Q3 2026, buying an estimated $230K and bringing the position to 20,120 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #221.

Toth Financial Advisory first reported a position in BGC in Q2 2025 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Toth Financial Advisory held 20,120 shares of BGC Group worth $232K as of Q3 2026.
  • Toth Financial Advisory bought 20,000 BGC Group shares in Q3 2026, an estimated $230K.
  • BGC Group made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #221 holding.
  • Toth Financial Advisory first reported a position in BGC Group in Q2 2025 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.