Diversified Trust Co

Bank

Position in BGC — BGC Group, Inc.

CIK 1479844 MEMPHIS, TN

Position in BGC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,982,556

+$891,989 QoQ

Shares Held

185,459

+66.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#95

of 365 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diversified Trust Co holds $45,780,263 across 16 Capital Markets names. BGC ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,988	$18,192,523
2	MS	Morgan Stanley	66,996	$14,004,843
3	SCHW	Schwab Charles Corp	24,714	$2,280,360
4	BGC	BGC Group, Inc. This page	185,459	$1,982,556
5	TW	Tradeweb Markets Inc.	14,852	$1,480,150
6	HOOD	Robinhood Markets, Inc.	10,396	$1,042,510
7	HLI	Houlihan Lokey, Inc.	6,983	$936,629
8	LPLA	LPL Financial Holdings Inc.	3,249	$915,178

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,982,556	185,459	+66.3%	Shares	Sole	2026-07-17
2026-03-31	$1,090,567	111,510	+12.2%	Shares	Sole	2026-04-16
2025-12-31	$887,445	99,378	+4.5%	Shares	Sole	2026-01-09
2025-09-30	$899,910	95,128	+6.5%	Shares	Sole	2025-10-20
2025-06-30	$913,559	89,302	+1.1%	Shares	Sole	2025-07-11
2025-03-31	$809,711	88,300	-28.3%	Shares	Sole	2025-04-24
2024-12-31	$1,115,584	123,133	+8.3%	Shares	Sole	2025-01-07
2024-09-30	$1,043,811	113,705	+2.4%	Shares	Sole	2024-10-07
2024-06-30	$921,333	111,004	+5.8%	Shares	Sole	2024-07-16
2024-03-31	$814,902	104,878	+6.1%	Shares	Sole	2024-04-18
2023-12-31	$713,978	98,889	+2.2%	Shares	Sole	2024-01-08
2023-09-30	$510,824	96,747	—	Shares	Sole	2023-11-17
No filing history on record for this holder in this stock.