Position in BGC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,583,130
+$210,781 QoQ
Shares Held
522,276
-4.9% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#64
of 367 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Phocas Financial Corp. holds $24,015,627 across 2 Capital Markets names. BGC ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
155,548 | $18,432,497 | |
| 2 | BGC |
BGC Group, Inc.
This page
|
522,276 | $5,583,130 |
All Filings in BGC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,583,130 | 522,276 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,372,349 | 549,320 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,276,173 | 702,819 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,665,307 | 704,578 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,052,705 | 689,414 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,320,991 | 689,312 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,324,548 | 366,948 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $3,395,838 | 369,917 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||