BPA
BCG

Beacon Pointe Advisors’s Binah Capital Group BCG Stock Holding History

Beacon Pointe Advisors’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
2025
Q4 		– Sell
-12,270
Closed -$21.1K – 1571
2025
Q3 		$21.1K Buy
+12,270
New +$24K ﹤0.01% 1375

Other funds holding BCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $12.8B AUM 26.53% 1-Year Est. Return

Beacon Pointe Advisors's BCG Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Binah Capital Group (BCG) in Q4 2025, closing a stake of 12,270 shares — an estimated $21.1K sold.

Beacon Pointe Advisors first reported a position in BCG in Q3 2025 and held it in 1 quarter. The position peaked at $21.1K in Q3 2025. 13 funds tracked by Wall St. Rank hold BCG as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining Binah Capital Group position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,270 Binah Capital Group shares in Q4 2025, an estimated $21.1K.
  • Beacon Pointe Advisors first reported a position in Binah Capital Group in Q3 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's Binah Capital Group position peaked at $21.1K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Binah Capital Group as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.