Bank of America
BCG

Bank of America’s Binah Capital Group BCG Stock Holding History

Bank of America’s Portfolio BCG Stock Details BCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$9 – 6999
2025
Q4 		$9 Hold
3
– – ﹤0.01% 7210
2025
Q3 		$5 Sell
3
-30
-91% -$59 ﹤0.01% 8249
2025
Q2 		$67 Buy
33
+4
+14% +$9 ﹤0.01% 8043
2025
Q1 		$56 Buy
29
+1
+4% +$2 ﹤0.01% 7957
2024
Q4 		$82 Hold
28
– – ﹤0.01% 7785
2024
Q3 		$82 Buy
28
+1
+4% +$4 ﹤0.01% 7752
2024
Q2 		$167 Buy
+27
New +$186 ﹤0.01% 7599

Other funds holding BCG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bank of America's BCG Position: Q1 2026 in Review

Bank of America sold out of Binah Capital Group (BCG) in Q1 2026, closing a stake of 3 shares — an estimated $9 sold.

Bank of America first reported a position in BCG in Q2 2024 and held it in 7 quarters. The position peaked at $167 in Q2 2024. 10 funds tracked by Wall St. Rank hold BCG as of Q1 2026.

  • Bank of America reported no remaining Binah Capital Group position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 3 Binah Capital Group shares in Q1 2026, an estimated $9.
  • Bank of America first reported a position in Binah Capital Group in Q2 2024 and held it in 7 quarters.
  • Bank of America's Binah Capital Group position peaked at $167 in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Binah Capital Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.