Position in BGC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,926,894
+$2,052,422 QoQ
Shares Held
367,343
+91.7% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. BGC ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in BGC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,926,894 | 367,343 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,874,472 | 191,664 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,616,335 | 404,965 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,194,831 | 232,012 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,989,926 | 194,519 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,053,455 | 223,932 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,030,253 | 224,090 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,624,464 | 176,957 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,429,108 | 172,182 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $980,596 | 126,203 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $830,832 | 115,074 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $448,518 | 84,947 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 BGCP | — | 169,810 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 BGCP | — | 130,317 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 BGCP | — | 51,864 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 BGCP | — | 58,117 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 BGCP | — | 18,298 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 BGCP | — | 237,817 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 BGCP | — | 316,248 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 BGCP | — | 264,474 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 BGCP | — | 263,477 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 BGCP | — | 531,761 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 BGCP | — | 494,755 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 BGCP | — | 750,252 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 BGCP | — | 888,200 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 BGCP | — | 624,467 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||