JO
BCG

John Overdeck’s Binah Capital Group BCG Stock Holding History

John Overdeck’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 		– Sell
-26,702
Closed -$53.7K – 5505
2026
Q1 		$53.7K Sell
26,702
-2,078
-7% -$4.72K ﹤0.01% 4447
2025
Q4 		$82.9K Buy
+28,780
New +$59.2K ﹤0.01% 3875
2025
Q2 		– Sell
-26,871
Closed -$51.9K – 3614
2025
Q1 		$51.9K Hold
26,871
– – ﹤0.01% 3042
2024
Q4 		$79K Buy
+26,871
New +$70.1K ﹤0.01% 2995

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

John Overdeck's BCG Position: Q2 2026 in Review

John Overdeck sold out of Binah Capital Group (BCG) in Q2 2026, closing a stake of 26,702 shares — an estimated $53.7K sold.

John Overdeck first reported a position in BCG in Q4 2024 and held it in 4 quarters. The position peaked at $82.9K in Q4 2025. 13 funds tracked by Wall St. Rank hold BCG as of Q2 2026.

  • John Overdeck reported no remaining Binah Capital Group position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 26,702 Binah Capital Group shares in Q2 2026, an estimated $53.7K.
  • John Overdeck first reported a position in Binah Capital Group in Q4 2024 and held it in 4 quarters.
  • John Overdeck's Binah Capital Group position peaked at $82.9K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Binah Capital Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.