Whittier Trust’s BGC Group BGC Stock Holding History

Whittier Trust’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	$38.1K	Hold	3,665	–	–	﹤0.01%	884
2025 Q4	$33.3K	Hold	3,665	–	–	﹤0.01%	950
2025 Q3	$33.8K	Hold	3,665	–	–	﹤0.01%	923
2025 Q2	$37.5K	Hold	3,665	–	–	﹤0.01%	998
2025 Q1	$33.6K	Hold	3,665	–	–	﹤0.01%	1006
2024 Q4	$33.2K	Hold	3,665	–	–	﹤0.01%	1005
2024 Q3	$33.6K	Hold	3,665	–	–	﹤0.01%	996
2024 Q2	$30.4K	Hold	3,665	–	–	﹤0.01%	1005
2024 Q1	$28.5K	Hold	3,665	–	–	﹤0.01%	1048
2023 Q4	$26.5K	Hold	3,665	–	–	﹤0.01%	1033
2023 Q3	$19.3K	Hold	3,665	–	–	﹤0.01%	1119
2023 Q2	$16.2K	Hold	3,665	–	–	﹤0.01%	1166
2023 Q1	$19.2K	Hold	3,665	–	–	﹤0.01%	1166
2022 Q4	$13.8K	Hold	3,665	–	–	﹤0.01%	1224
2022 Q3	$12K	Hold	3,665	–	–	﹤0.01%	1300
2022 Q2	$12K	Hold	3,665	–	–	﹤0.01%	1278
2022 Q1	$16K	Hold	3,665	–	–	﹤0.01%	1251
2021 Q4	$17K	Hold	3,665	–	–	﹤0.01%	1218
2021 Q3	$19K	Hold	3,665	–	–	﹤0.01%	1132
2021 Q2	$21K	Hold	3,665	–	–	﹤0.01%	1131
2021 Q1	$18K	Hold	3,665	–	–	﹤0.01%	1146
2020 Q4	$15K	Hold	3,665	–	–	﹤0.01%	1096
2020 Q3	$9K	Hold	3,665	–	–	﹤0.01%	1144
2020 Q2	$10K	Hold	3,665	–	–	﹤0.01%	1062
2020 Q1	$9K	Buy	+3,665	New	+$17.9K	﹤0.01%	1116
2017 Q2	–	Sell	-8,562	Closed	-$63K	–	1259
2017 Q1	$63K	Hold	8,562	–	–	﹤0.01%	664
2016 Q4	$56K	Hold	8,562	–	–	﹤0.01%	688
2016 Q3	$48K	Hold	8,562	–	–	﹤0.01%	706
2016 Q2	$48K	Hold	8,562	–	–	﹤0.01%	721
2016 Q1	$50K	Buy	+8,562	New	+$49.2K	﹤0.01%	717

Other funds holding BGC

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Whittier Trust's BGC Position: Q1 2026 in Review

Whittier Trust held its BGC Group (BGC) position steady in Q1 2026 at 3,665 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Whittier Trust first reported a position in BGC in Q1 2016 and has held it in 30 quarters since. The position peaked at $63K in Q1 2017. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

Whittier Trust held 3,665 shares of BGC Group worth $38.1K as of Q1 2026.
Whittier Trust left its BGC Group share count unchanged in Q1 2026.
BGC Group made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #884 holding.
Whittier Trust first reported a position in BGC Group in Q1 2016 and has held it in 30 quarters since.
Whittier Trust's BGC Group position peaked at $63K in Q1 2017.
356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.