EQUITABLE TRUST CO BGC — BGC Group Inc Cl A

Ownership history in EQUITABLE TRUST CO  ·  10 quarters on record

AI Ownership Summary

EQUITABLE TRUST CO reported BGC Group Inc Cl A (BGC) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows BGC at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EQUITABLE TRUST CO's position in BGC Group Inc Cl A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BGC was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BGC stock page EQUITABLE TRUST CO fund profile EQUITABLE TRUST CO full holdings
How EQUITABLE TRUST CO held BGC — position size vs. price
% of Fund (quarterly)    BGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 193,010 +85,045 +78.8% 0.09% $2.1M 2026-07-23 $11.60
2026 Q1 ADDED — — — 107,965 +7,235 +7.2% 0.05% $1.1M 2026-04-30 $11.21
2025 Q4 UNCHANGED — — — 100,730 — 0% 0.04% $900K 2026-02-02 $9.20
2025 Q3 REDUCED — — — 100,730 -4,805 -4.6% 0.04% $953K 2025-11-10 $9.21
2025 Q2 ADDED — — — 105,535 +9,890 +10.3% 0.05% $1.1M 2025-07-23 $9.86
2025 Q1 ADDED — — — 95,645 +12,540 +15.1% 0.05% $877K 2025-04-25 $8.94
2024 Q4 ADDED — — — 83,105 +6,352 +8.3% 0.04% $753K 2025-01-28 $9.25
2024 Q3 UNCHANGED — — — 76,753 — 0% 0.05% $705K 2024-10-29 $9.30
2024 Q2 UNCHANGED — — — 76,753 — 0% 0.04% $637K 2024-07-31 $9.06
2024 Q1 INITIATED — — — 76,753 — — 0.04% $596K 2024-04-24 $7.93

🏢 Other funds also holding BGC

As of 2026 Q2 — sorted by position size

O'Keefe Stevens Advisory, Inc. 3Y 7Y 4.02% Mountain Hill Investment Partners Corp. 0.58% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.49% CWC Advisors, LLC. 3Y 7Y 0.28% Tranquility Partners, LLC 3Y 0.21% Emergent Wealth Advisors, LLC 0.18% Shelter Rock Management, LLC 0.16% Synergy Asset Management, LLC 3Y 0.15% Realta Investment Advisors 3Y 7Y 0.08% Brucke Financial, Inc. 0.06%

FAQ About EQUITABLE TRUST CO and BGC

These are the practical questions this page is built to answer before you even open the full history table.

How long has EQUITABLE TRUST CO reported owning BGC?

EQUITABLE TRUST CO reported BGC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BGC position in EQUITABLE TRUST CO's portfolio?

The largest reported portfolio weight for BGC was 0.09% in 2026 Q2.

What is the latest reported BGC position on this page?

The most recent filing on this page is 2026 Q2, when EQUITABLE TRUST CO reported 193,010 shares, equal to 0.09% of portfolio, with an estimated market value of $2.1M.

What does the chart on this BGC ownership page compare?

The chart compares EQUITABLE TRUST CO's quarterly BGC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EQUITABLE TRUST CO time their BGC position?

Based on 13F filing dates vs. subsequent BGC price moves, EQUITABLE TRUST CO correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BGC relative to SPY over the holding period was -1.2%.

← Back to EQUITABLE TRUST CO Holdings