Robertson Stephens Wealth Management, LLC

Position in BGC — BGC Group, Inc.

CIK 1767307 San Francisco, CA

Position in BGC

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$13,458,913

-$4,450,880 QoQ

Shares Held

1,376,167

-31.4% QoQ

Ownership

0.287%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Robertson Stephens Wealth Management, LLC holds $22,034,785 across 8 Capital Markets names. BGC ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BGC	BGC Group, Inc. This page	1,376,167	$13,458,913
2	VIRT	Virtu Financial, Inc.	77,972	$3,429,208
3	LAZ	Lazard, Inc.	38,525	$1,636,542
4	SCHW	Schwab Charles Corp	9,165	$861,326
5	GS	Goldman Sachs Group Inc	970	$820,610
6	MS	Morgan Stanley	4,820	$793,227
7	PIPR	Piper Sandler Companies	9,200	$704,260
8	HOOD	Robinhood Markets, Inc.	4,772	$330,699

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,458,913	1,376,167	-31.4%	Shares	Sole	2026-04-28
2025-12-31	$17,909,793	2,005,576	+23.9%	Shares	Sole	2026-02-02
2025-09-30	$15,314,481	1,618,867	+3.8%	Shares	Sole	2025-11-12
2025-06-30	$15,949,163	1,559,058	+1.0%	Shares	Sole	2025-07-24
2025-03-31	$14,151,721	1,543,263	+0.4%	Shares	Sole	2025-04-17
2024-12-31	$13,929,514	1,537,474	+3.7%	Shares	Sole	2025-01-27
2024-09-30	$13,611,819	1,482,769	+1.5%	Shares	Sole	2024-11-12
2024-06-30	$12,125,619	1,460,918	+2.2%	Shares	Sole	2024-08-13
2024-03-31	$11,107,448	1,429,530	+2.3%	Shares	Sole	2024-05-15
2023-12-31	$10,084,448	1,396,738	+0.7%	Shares	Sole	2024-02-06
2023-09-30	$7,321,955	1,386,734	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.