Signals

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☆BCG

21 in-universe funds with a nonzero position in BCG within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-04 Insider Gould Craig (Chief Executive Officer) acquired via purchase ($3,900)
2026-08-20 8-K Item(s) 7.01, 9.01
2026-08-14 8-K Item(s) 2.02, 9.01
2026-06-15 8-K Item(s) 5.07, 9.01
2026-05-19 Insider Gould Craig (Chief Executive Officer) acquired via purchase ($5,040)
2026-05-19 Insider Shane David M. (Chief Financial Officer) acquired via purchase ($4,980)
2026-05-15 8-K Item(s) 2.02, 9.01
2026-03-31 8-K Item(s) 2.02, 9.01
2026-02-27 8-K Item(s) 3.03, 5.02, 5.03, 9.01
2026-02-25 Insider Gould Craig (Chief Executive Officer) acquired via award
2025-12-01 8-K Item(s) 7.01, 9.01
2025-11-17 Insider Gould Craig (Chief Executive Officer) acquired via purchase ($7,739)
2025-11-13 8-K Item(s) 2.02, 9.01
2025-08-14 8-K Item(s) 2.02, 9.01
2025-07-07 8-K Item(s) 5.02
2025-06-30 Insider Gould Craig (Chief Executive Officer) acquired via award
2025-06-30 Insider Gould Craig (Chief Executive Officer) acquired via award ($220,000)

Flow ranking

Rank#1701
Score / z0.000 / 0.02
Consensus8.07 over 11 funds
Momentumnot computed

Price & positioning

223 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-04 Gould Craig P $3,900
2026-05-19 Gould Craig P $5,040
2026-05-19 Shane David M. P $4,980
2026-02-25 Gould Craig A —
2025-11-17 Gould Craig P $7,739
2025-06-30 Gould Craig A —
2025-06-30 Gould Craig A $220,000

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-20 8-K 7.01, 9.01
2026-08-14 8-K 2.02, 9.01
2026-06-15 8-K 5.07, 9.01
2026-05-15 8-K 2.02, 9.01
2026-03-31 8-K 2.02, 9.01
2026-02-27 8-K 3.03, 5.02, 5.03, 9.01
2025-12-01 8-K 7.01, 9.01
2025-11-13 8-K 2.02, 9.01
2025-08-14 8-K 2.02, 9.01
2025-07-07 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BCG). Qtrs Held counts distinct quarters this fund has actually held BCG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BCG position size. Δ columns are the percentage-point change in BCG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status