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 Q3	–	Sell	-33,482	Closed	-$51.6K	–	481
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

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Grimes & Company's BCG Position: Q3 2026 in Review

Grimes & Company sold out of Binah Capital Group (BCG) in Q3 2026, closing a stake of 33,482 shares — an estimated $51.6K sold.

Grimes & Company first reported a position in BCG in Q3 2025 and held it in 4 quarters. The position peaked at $96.4K in Q4 2025. 7 funds tracked by Wall St. Rank hold BCG as of Q3 2026.

Grimes & Company reported no remaining Binah Capital Group position as of Q3 2026 after selling out during the quarter.
Grimes & Company sold 33,482 Binah Capital Group shares in Q3 2026, an estimated $51.6K.
Grimes & Company first reported a position in Binah Capital Group in Q3 2025 and held it in 4 quarters.
Grimes & Company's Binah Capital Group position peaked at $96.4K in Q4 2025.
7 funds tracked by Wall St. Rank held Binah Capital Group as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.