Y-Intercept (HK)’s BGC Group BGC Stock Holding History

Y-Intercept (HK)’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	$1.98M	Buy	+185,196	New	+$2.07M	0.04%	710
2026 Q1	–	Sell	-74,308	Closed	-$664K	–	1565
2025 Q4	$664K	Sell	74,308 -9,481	-11%	-$85.4K	0.01%	1145
2025 Q3	$793K	Sell	83,789 -153,257	-65%	-$1.53M	0.02%	1083
2025 Q2	$2.42M	Buy	+237,046	New	+$2.18M	0.06%	511
2024 Q3	–	Sell	-359,708	Closed	-$2.99M	–	1318
2024 Q2	$2.99M	Buy	+359,708	New	+$2.96M	0.16%	145
2021 Q4	–	Sell	-17,677	Closed	-$92K	–	584
2021 Q3	$92K	Buy	+17,677	New	+$93.9K	0.02%	606

Other funds holding BGC

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

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Shelter Rock Management Jericho, New York $103M AUM