Position in BGC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$115,077
+$115,077 QoQ
Shares Held
10,765
+3814.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Sep 30, 2026Gradient Investments LLC holds $139,571,228 across 6 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
63,712 | $57,363,736 | |
| 2 | MS |
Morgan Stanley
|
293,236 | $55,151,826 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
351,573 | $16,077,433 | |
| 4 | NMR |
Nomura Holdings Inc
|
625,248 | $6,114,925 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
9,829 | $3,005,708 | |
| 6 | SF |
Stifel Financial Corp
|
26,522 | $1,857,600 |
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. | ||||||