State Street’s Binah Capital Group BCG Stock Holding History

State Street’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	$38.7K	Hold	25,100	–	–	﹤0.01%	4086
2026 Q1	$50.5K	Hold	25,100	–	–	﹤0.01%	4128
2025 Q4	$72.3K	Buy	25,100 +8,800	+54%	+$18.1K	﹤0.01%	4104
2025 Q3	$28K	Hold	16,300	–	–	﹤0.01%	4221
2025 Q2	$33.1K	Hold	16,300	–	–	﹤0.01%	4153
2025 Q1	$31.5K	Hold	16,300	–	–	﹤0.01%	4150
2024 Q4	$47.9K	Buy	+16,300	New	+$42.5K	﹤0.01%	4113

Other funds holding BCG

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

State Street's BCG Position: Q2 2026 in Review

State Street held its Binah Capital Group (BCG) position steady in Q2 2026 at 25,100 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4086.

State Street first reported a position in BCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.3K in Q4 2025. 13 funds tracked by Wall St. Rank hold BCG as of Q2 2026.

State Street held 25,100 shares of Binah Capital Group worth $38.7K as of Q2 2026.
State Street left its Binah Capital Group share count unchanged in Q2 2026.
Binah Capital Group made up ﹤0.01% of State Street's portfolio in Q2 2026, its #4086 holding.
State Street first reported a position in Binah Capital Group in Q4 2024 and has held it in 7 quarters since.
State Street's Binah Capital Group position peaked at $72.3K in Q4 2025.
13 funds tracked by Wall St. Rank held Binah Capital Group as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.