Morgan Stanley
BCG

Morgan Stanley’s Binah Capital Group BCG Stock Holding History

Morgan Stanley’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
Q3 		– Sell
-18,540
Closed -$37.8K – 8414
2025
Q2 		$37.8K Buy
18,540
+790
+4% +$1.71K ﹤0.01% 6447
2025
Q1 		$34.3K Buy
+17,750
New +$39.3K ﹤0.01% 6398

Other funds holding BCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley's BCG Position: Q3 2025 in Review

Morgan Stanley sold out of Binah Capital Group (BCG) in Q3 2025, closing a stake of 18,540 shares — an estimated $37.8K sold.

Morgan Stanley first reported a position in BCG in Q1 2025 and held it in 2 quarters. The position peaked at $37.8K in Q2 2025. 13 funds tracked by Wall St. Rank hold BCG as of Q3 2025.

  • Morgan Stanley reported no remaining Binah Capital Group position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 18,540 Binah Capital Group shares in Q3 2025, an estimated $37.8K.
  • Morgan Stanley first reported a position in Binah Capital Group in Q1 2025 and held it in 2 quarters.
  • Morgan Stanley's Binah Capital Group position peaked at $37.8K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Binah Capital Group as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.