Position in BGC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$115,077
New position
Shares Held
10,765
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 365 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Gradient Investments LLC holds $164,378,799 across 7 Capital Markets names. BGC ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
70,680 | $71,483,631 | |
| 2 | MS |
Morgan Stanley
|
318,659 | $66,612,477 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
308,894 | $15,438,522 | |
| 4 | NMR |
Nomura Holdings Inc
|
638,711 | $5,607,882 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
11,655 | $3,282,980 | |
| 6 | SF |
Stifel Financial Corp
|
26,347 | $1,838,230 | |
| 7 | BGC |
BGC Group, Inc.
This page
|
10,765 | $115,077 |
All Filings in BGC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,077 | 10,765 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||