Position in BGC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$104,013
New position
Shares Held
9,730
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#259
of 365 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Key Financial Inc holds $1,654,124 across 8 Capital Markets names. BGC ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,044 | $636,317 | |
| 2 | GS |
Goldman Sachs Group Inc
|
626 | $633,117 | |
| 3 | SNEX |
StoneX Group Inc.
|
2,100 | $165,900 | |
| 4 | BGC |
BGC Group, Inc.
This page
|
9,730 | $104,013 | |
| 5 | EVR |
Evercore Inc.
|
137 | $46,777 | |
| 6 | SCHW |
Schwab Charles Corp
|
476 | $43,920 | |
| 7 | PJT |
PJT Partners Inc.
|
100 | $15,094 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
67 | $8,986 |
All Filings in BGC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,013 | 9,730 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||