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Twin Peaks Wealth Advisors’s BGC Group BGC Stock Holding History

Twin Peaks Wealth Advisors’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 		$5.18K Buy
+530
New +$4.91K ﹤0.01% 1373
2025
Q3 		– Sell
-763
Closed -$8.02K – 391
2025
Q2 		$8.02K Buy
+763
New +$7K ﹤0.01% 1051

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

Twin Peaks Wealth Advisors's BGC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in BGC Group (BGC) in Q1 2026: 530 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BGC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BGC in Q2 2025 and has held it in 2 quarters since. The position peaked at $8.02K in Q2 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 530 shares of BGC Group worth $5.18K as of Q1 2026.
  • BGC Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • BGC Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1373 holding.
  • Twin Peaks Wealth Advisors first reported a position in BGC Group in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's BGC Group position peaked at $8.02K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.