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Livermore
Livermore
ZHEN

Robertson Stephens Wealth Management, LLC

SEC CIK
0001767307
Latest filing
Jul 29, 2026

BGC holding history

BGC Group, Inc. in every 13F filed by Robertson Stephens Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BGC overviewAll 13F holders of BGCFull Q2 2026 holdings

Shares (Q2 2026)
1,320,518
Value
$14.1M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of BGC by Robertson Stephens Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,320,518$14.1M0.3%−55,649−4.0%ReducedHolders
Q1 20261,376,167$13.5M0.4%−629,409−31.4%ReducedHolders
Q4 20252,005,576$17.9M0.5%+386,709+23.9%AddedHolders
Q3 20251,618,867$15.3M0.5%+59,809+3.8%AddedHolders
Q2 20251,559,058$15.9M0.6%+15,795+1.0%AddedHolders
Q1 20251,543,263$14.2M0.5%+5,789+0.4%AddedHolders
Q4 20241,537,474$13.9M0.5%+54,705+3.7%AddedHolders
Q3 20241,482,769$13.6M0.5%+21,851+1.5%AddedHolders
Q2 20241,460,918$12.1M0.6%+31,388+2.2%AddedHolders
Q1 20241,429,530$11.1M0.6%+32,792+2.3%AddedHolders
Q4 20231,396,738$10.1M0.6%+10,004+0.7%AddedHolders
Q3 20231,386,734$7.32M0.5%−4,836−0.3%ReducedHolders
Q2 20231,391,570$6.16M0.4%+20,734+1.5%AddedHolders
Q1 20231,370,836$7.17M0.6%+29,206+2.2%AddedHolders
Q4 20221,341,630$5.06M0.5%+35,194+2.7%AddedHolders
Q3 20221,306,436$4.10M0.5%+63,075+5.1%AddedHolders
Q2 20221,243,361$4.19M0.4%−155,675−11.1%ReducedHolders
Q1 20221,399,036$6.16M0.5%+62,642+4.7%AddedHolders
Q4 20211,336,394$6.21M0.5%+75,074+6.0%AddedHolders
Q3 20211,261,320$6.57M0.8%+138,246+12.3%AddedHolders
Q2 20211,123,074$6.37M0.8%+58,256+5.5%AddedHolders
Q1 20211,064,818$5.14M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.