Robertson Stephens Wealth Management, LLC
Position in BGC — BGC Group, Inc.
CIK 1767307
San Francisco, CA
Position in BGC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$14,116,337
+$657,424 QoQ
Shares Held
1,320,518
-4.0% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#35
of 367 holders
Holding Since
Mar 2020
26 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, 2026Robertson Stephens Wealth Management, LLC holds $24,478,539 across 8 Capital Markets names. BGC ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGC |
BGC Group, Inc.
This page
|
1,320,518 | $14,116,337 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
77,998 | $4,646,340 | |
| 3 | LAZ |
Lazard, Inc.
|
38,846 | $1,629,201 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,101 | $1,113,518 | |
| 5 | MS |
Morgan Stanley
|
4,802 | $1,003,810 | |
| 6 | SCHW |
Schwab Charles Corp
|
9,149 | $844,178 | |
| 7 | PIPR |
Piper Sandler Companies
|
9,001 | $651,132 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
4,727 | $474,023 |
All Filings in BGC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,116,337 | 1,320,518 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,458,913 | 1,376,167 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,909,793 | 2,005,576 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $15,314,481 | 1,618,867 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,949,163 | 1,559,058 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,151,721 | 1,543,263 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,929,514 | 1,537,474 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,611,819 | 1,482,769 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,125,619 | 1,460,918 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,107,448 | 1,429,530 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,084,448 | 1,396,738 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,321,955 | 1,386,734 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 BGCP | — | 1,391,570 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 BGCP | — | 1,370,836 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 BGCP | — | 1,341,630 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BGCP | — | 1,306,436 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BGCP | — | 1,243,361 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 BGCP | — | 1,399,036 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BGCP | — | 1,336,394 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BGCP | — | 1,261,320 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 BGCP | — | 1,123,074 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 BGCP | — | 1,064,818 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 BGCP | — | 743,438 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 BGCP | — | 724,639 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 BGCP | — | 556,029 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 BGCP | — | 612,470 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||