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Waverly Advisors’s BGC Group BGC Stock Holding History

Waverly 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 		$136K Sell
13,918
-97
-0.7% -$898 ﹤0.01% 1515
2025
Q4 		$125K Buy
14,015
+1,810
+15% +$16.3K ﹤0.01% 1416
2025
Q3 		$115K Sell
12,205
-1,053
-8% -$10.5K ﹤0.01% 1250
2025
Q2 		$136K Buy
13,258
+391
+3% +$3.59K ﹤0.01% 1156
2025
Q1 		$118K Buy
12,867
+29
+0.2% +$272 ﹤0.01% 1084
2024
Q4 		$116K Buy
+12,838
New +$124K ﹤0.01% 961

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

Waverly Advisors's BGC Position: Q1 2026 in Review

Waverly Advisors reduced its BGC Group (BGC) stake by 0.69% in Q1 2026, selling an estimated $898 and leaving 13,918 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Waverly Advisors first reported a position in BGC in Q4 2024 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Waverly Advisors held 13,918 shares of BGC Group worth $136K as of Q1 2026.
  • Waverly Advisors sold 97 BGC Group shares in Q1 2026, an estimated $898.
  • BGC Group made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1515 holding.
  • Waverly Advisors first reported a position in BGC Group in Q4 2024 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.