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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
Q2 		$192K Buy
17,975
+4,057
+29% +$45.4K ﹤0.01% 1626
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 $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

Waverly Advisors's BGC Position: Q2 2026 in Review

Waverly Advisors increased its BGC Group (BGC) stake by 29% in Q2 2026, buying an estimated $45.4K and bringing the position to 17,975 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Waverly Advisors first reported a position in BGC in Q4 2024 and has held it in 7 quarters since. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Waverly Advisors held 17,975 shares of BGC Group worth $192K as of Q2 2026.
  • Waverly Advisors bought 4,057 BGC Group shares in Q2 2026, an estimated $45.4K.
  • BGC Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1626 holding.
  • Waverly Advisors first reported a position in BGC Group in Q4 2024 and has held it in 7 quarters since.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.