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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
Q2 		– Sell
-530
Closed -$5.18K – 454
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Twin Peaks Wealth Advisors's BGC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of BGC Group (BGC) in Q2 2026, closing a stake of 530 shares — an estimated $5.18K sold.

Twin Peaks Wealth Advisors first reported a position in BGC in Q2 2025 and held it in 2 quarters. The position peaked at $8.02K in Q2 2025. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining BGC Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 530 BGC Group shares in Q2 2026, an estimated $5.18K.
  • Twin Peaks Wealth Advisors first reported a position in BGC Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's BGC Group position peaked at $8.02K in Q2 2025.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.