KWS
BCG

Keystone Wealth Services’s Binah Capital Group BCG Stock Holding History

Keystone Wealth Services’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
-11,037
Closed -$19K – 320
2025
Q3 		$19K Buy
+11,037
New +$21.6K ﹤0.01% 294

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GC
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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

Keystone Wealth Services's BCG Position: Q4 2025 in Review

Keystone Wealth Services sold out of Binah Capital Group (BCG) in Q4 2025, closing a stake of 11,037 shares — an estimated $19K sold.

Keystone Wealth Services first reported a position in BCG in Q3 2025 and held it in 1 quarter. The position peaked at $19K in Q3 2025. 13 funds tracked by Wall St. Rank hold BCG as of Q4 2025.

  • Keystone Wealth Services reported no remaining Binah Capital Group position as of Q4 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 11,037 Binah Capital Group shares in Q4 2025, an estimated $19K.
  • Keystone Wealth Services first reported a position in Binah Capital Group in Q3 2025 and held it in 1 quarter.
  • Keystone Wealth Services's Binah Capital Group position peaked at $19K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Binah Capital Group as of Q4 2025.

Based on Keystone Wealth Services's 13F filing for Q4 2025, filed 26 Jan 2026.