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
2026
Q2 		$32.6K Buy
+21,200
New +$38.5K 0.01% 327
2025
Q4 		– Sell
-11,037
Closed -$19K – 320
2025
Q3 		$19K Buy
+11,037
New +$21.6K ﹤0.01% 294

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 40.89% 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
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
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Keystone Wealth Services's BCG Position: Q2 2026 in Review

Keystone Wealth Services opened a new position in Binah Capital Group (BCG) in Q2 2026: 21,200 shares worth $32.6K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in BCG as recently as Q3 2025.

Keystone Wealth Services first reported a position in BCG in Q3 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold BCG as of Q2 2026.

  • Keystone Wealth Services held 21,200 shares of Binah Capital Group worth $32.6K as of Q2 2026.
  • Binah Capital Group was a new Keystone Wealth Services position in Q2 2026.
  • Binah Capital Group made up 0.01% of Keystone Wealth Services's portfolio in Q2 2026, its #327 holding.
  • Keystone Wealth Services first reported a position in Binah Capital Group in Q3 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Binah Capital Group as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.