Grimes & Company’s Binah Capital Group BCG Stock Holding History

Grimes & Company’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 Q2	$51.6K	Hold	33,482	–	–	﹤0.01%	446
2026 Q1	$67.3K	Hold	33,482	–	–	﹤0.01%	428
2025 Q4	$96.4K	Hold	33,482	–	–	﹤0.01%	453
2025 Q3	$57.6K	Buy	+33,482	New	+$65.5K	﹤0.01%	447

Other funds holding BCG

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company's BCG Position: Q2 2026 in Review

Grimes & Company held its Binah Capital Group (BCG) position steady in Q2 2026 at 33,482 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Grimes & Company first reported a position in BCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $96.4K in Q4 2025. 2 funds tracked by Wall St. Rank hold BCG as of Q2 2026.

Grimes & Company held 33,482 shares of Binah Capital Group worth $51.6K as of Q2 2026.
Grimes & Company left its Binah Capital Group share count unchanged in Q2 2026.
Binah Capital Group made up ﹤0.01% of Grimes & Company's portfolio in Q2 2026, its #446 holding.
Grimes & Company first reported a position in Binah Capital Group in Q3 2025 and has held it in 4 quarters since.
Grimes & Company's Binah Capital Group position peaked at $96.4K in Q4 2025.
2 funds tracked by Wall St. Rank held Binah Capital Group as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.