Binah Capital Group, Inc. (BCG) — Institutional Holders, Q2 2026

13 institutional investment managers reported a BCG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $514.5K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

BCG in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

4

Added to

3

Trimmed

1

Sold out

1

Biggest buyers

  1. CITADEL ADVISORSNew · +32,395 sh+$49.9K
  2. Keystone Wealth ServicesNew · +21,200 sh+$32.6K
  3. CITIGROUPNew · +6,700 sh+$10.3K
  4. GEODE CAPITAL MANAGEMENTAdded · +3,267 sh+$5.0K
  5. Tower Research Capital (TRC)Added · +2,974 sh+$4.6K

Biggest sellers

  1. TWO SIGMA INVESTMENTSSold out · -26,702 sh-$41.1K
  2. UBS Group AGTrimmed · -3,678 sh-$5.7K

BCG 13F holders ranked 1–13 of 13

Institutional investors reporting a position in Binah Capital Group, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
VANGUARD CAPITAL MANAGEMENT#1 · 123,958 sh$190.9K0.0%
GEODE CAPITAL MANAGEMENT#2 · 39,426 sh$60.7K+9.0%
GRIMES & WEALTH MANAGEMENT#3 · 33,482 sh$51.6K0.0%
CITADEL ADVISORS#4 · 32,395 sh$49.9KNew
STATE STREET#5 · 25,100 sh$38.7K0.0%
VANGUARD FIDUCIARY#6 · 22,003 sh$33.9K0.0%
Keystone Wealth Services#7 · 21,200 sh$32.6KNew
BlackRock#8 · 13,294 sh$20.5K+11.8%
UBS Group AG#9 · 11,764 sh$18.1K-23.8%
CITIGROUP#10 · 6,700 sh$10.3KNew
Tower Research Capital (TRC)#11 · 4,271 sh$6.6K+229.3%
Farther Finance Advisors#12 · 500 sh$770.000.0%
Caitong International Asset Management , Ltd#13 · 1 sh$2.00New

Funds that sold out of BCG in Q2 2026 (1)

Held BCG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held BCG in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
TWO SIGMA INVESTMENTS26,702 sh$53.7K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.