O'Keefe Stevens Advisory, Inc.

Position in BGC — BGC Group, Inc.

CIK 1780565 ROCHESTER, NY

Position in BGC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$19,604,722

+$1,944,106 QoQ

Shares Held

1,833,931

+1.6% QoQ

Ownership

0.386%

of shares outstanding

% of Portfolio

4.11%

of 13F equity value

Holder Rank

#31

of 367 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

O'Keefe Stevens Advisory, Inc. holds $19,850,621 across 2 Capital Markets names. BGC ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BGC	BGC Group, Inc. This page	1,833,931	$19,604,722
2	SCHW	Schwab Charles Corp	2,665	$245,899

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,604,722	1,833,931	+1.6%	Shares	Sole	2026-07-13
2026-03-31	$17,660,616	1,805,789	+7.7%	Shares	Sole	2026-04-07
2025-12-31	$14,973,743	1,676,791	-4.0%	Shares	Sole	2026-01-08
2025-09-30	$16,527,594	1,747,103	+1.3%	Shares	Sole	2025-10-14
2025-06-30	$17,646,115	1,724,938	+2.4%	Shares	Sole	2025-07-22
2025-03-31	$15,441,546	1,683,920	+2.3%	Shares	Sole	2025-04-09
2024-12-31	$14,914,626	1,646,206	+3.8%	Shares	Sole	2025-01-15
2024-09-30	$14,554,587	1,585,467	+1.7%	Shares	Sole	2024-10-08
2024-06-30	$12,934,661	1,558,393	+2.4%	Shares	Sole	2024-07-10
2024-03-31	$11,829,125	1,522,410	+0.6%	Shares	Sole	2024-04-11
2023-12-31	$10,924,820	1,513,133	+1.2%	Shares	Sole	2024-01-05
2023-09-30	$7,896,900	1,495,625	—	Shares	Sole	2023-10-18
2023-06-30 BGCP	—	1,059,946	+45.7%	Shares	Sole	2023-07-06
2023-03-31 BGCP	—	727,733	+284.7%	Shares	Sole	2023-04-11
2022-12-31 BGCP	—	189,150	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.