WANY
BGC icon

Wealthspire Advisors (New York)’s BGC Group BGC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-657
Closed -$6.21K – 1237
2025
Q3 		$6.21K Buy
+657
New +$6.58K ﹤0.01% 2245
2021
Q4 		– Sell
-23,879
Closed -$124K – 544
2021
Q3 		$124K Buy
+23,879
New +$127K ﹤0.01% 563

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wealthspire Advisors (New York)'s BGC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of BGC Group (BGC) in Q4 2025, closing a stake of 657 shares — an estimated $6.21K sold.

Wealthspire Advisors (New York) first reported a position in BGC in Q3 2021 and held it in 2 quarters. The position peaked at $124K in Q3 2021. 349 funds tracked by Wall St. Rank hold BGC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining BGC Group position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 657 BGC Group shares in Q4 2025, an estimated $6.21K.
  • Wealthspire Advisors (New York) first reported a position in BGC Group in Q3 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s BGC Group position peaked at $124K in Q3 2021.
  • 349 funds tracked by Wall St. Rank held BGC Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.