Verdence Capital Advisors’s BGC Group BGC Stock Holding History

Verdence Capital 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	$140K	Buy	13,128 +725	+6%	+$8.11K	0.01%	640
2026 Q1	$121K	Sell	12,403 -575	-4%	-$5.33K	0.01%	625
2025 Q4	$116K	Sell	12,978 -8,361	-39%	-$75.3K	0.01%	634
2025 Q3	$199K	Buy	21,339 +1,088	+5%	+$10.9K	0.01%	673
2025 Q2	$207K	Buy	20,251 +1,501	+8%	+$13.8K	0.01%	642
2025 Q1	$172K	Buy	18,750 +6,359	+51%	+$59.6K	0.01%	629
2024 Q4	$112K	Buy	12,391 +35	+0.3%	+$337	0.01%	620
2024 Q3	$113K	Buy	+12,356	New	+$115K	0.01%	625

Other funds holding BGC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Verdence Capital Advisors's BGC Position: Q2 2026 in Review

Verdence Capital Advisors increased its BGC Group (BGC) stake by 5.8% in Q2 2026, buying an estimated $8.11K and bringing the position to 13,128 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #640.

Verdence Capital Advisors first reported a position in BGC in Q3 2024 and has held it in 8 quarters since. The position peaked at $207K in Q2 2025. 110 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Verdence Capital Advisors held 13,128 shares of BGC Group worth $140K as of Q2 2026.
Verdence Capital Advisors bought 725 BGC Group shares in Q2 2026, an estimated $8.11K.
BGC Group made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #640 holding.
Verdence Capital Advisors first reported a position in BGC Group in Q3 2024 and has held it in 8 quarters since.
Verdence Capital Advisors's BGC Group position peaked at $207K in Q2 2025.
110 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.