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 – 7006
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return