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Synergy Asset Management, LLC

Position in BGC — BGC Group, Inc.

CIK 1699080 VANCOUVER, WA

Position in BGC

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$1,578,442
-$204,275 QoQ
Shares Held
147,656
-19.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#109
of 365 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026

Synergy Asset Management, LLC holds $3,487,208 across 8 Capital Markets names. BGC ranks #1 (45.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BGC
BGC Group, Inc.
This page
147,656 $1,578,442

All Filings in BGC

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,578,442 147,656
2026-03-31 $1,782,717 182,282
2025-12-31 $1,349,823 151,156
2025-09-30 $2,906,034 307,192
2025-06-30 $1,129,985 110,458