BCGNasdaqFinance ServicesFiscal year ends December 31Also trades as BCGWW
Binah Capital Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$1.04+0.02 (+1.96%)
Close on Oct 19, 2026
- Market cap
- $17.74M
- P/E (TTM)
- 6.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
13
4 new, 1 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
4 buys · 0 sales
Net bought $21.67K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Alta Partners LLC | 970,519 | 5.50% | 13G (passive) | Feb 27, 2025 |
| Wentworth Funding LLC | 894,977 | 5.30% | 13G (passive) amendment | Jun 30, 2026 |
| Wentworth Funding, LLC | 1,212,547 | 7.20% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BCG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 123,958 | – | $190.90K | – | 0.00% |
| Geode Capital Management, LLC | 39,426 | – | $60.72K | +3,267 | 0.00% |
| Grimes & Company, Inc. | 33,482 | – | $51.56K | – | 0.00% |
| Citadel Advisors LLC | 32,395 | – | $49.89K | New | 0.00% |
| State Street Corp | 25,100 | – | $38.65K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 22,003 | – | $33.89K | – | 0.00% |
| Keystone Wealth Services, LLC | 21,200 | – | $32.65K | New | 0.01% |
| BlackRock, Inc. | 13,294 | – | $20.47K | +1,406 | 0.00% |
| UBS Group AG | 11,764 | – | $18.12K | −3,678 | 0.00% |
| Citigroup Inc | 6,700 | – | $10.32K | New | 0.00% |
| Tower Research Capital LLC (TRC) | 4,271 | – | $6.58K | +2,974 | 0.00% |
| Farther Finance Advisors, LLC | 500 | – | $770 | – | 0.00% |
| Caitong International Asset Management Co., Ltd | 1 | – | $2 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | 0M | 4 / 3 | 1 / 1 | 0M | 0M |
| Q1 2026 | 10 | 0M | 2 / 3 | 2 / 4 | 0M | 0M |
| Q4 2025 | 13 | 0M | 5 / 4 | 2 / 5 | 0M | 0M |
| Q3 2025 | 13 | 0M | 5 / 1 | 4 / 2 | 0M | 0M |
| Q2 2025 | 10 | 0M | 1 / 5 | 2 / 3 | 0M | 0M |
| Q1 2025 | 12 | 0M | 2 / 5 | 2 / 1 | 0M | 0M |
| Q4 2024 | 11 | 0M | 5 / 3 | 1 / 0 | 0M | 0M |
| Q3 2024 | 6 | 0M | 2 / 4 | 0 / 3 | 0M | 0M |
| Q2 2024 | 8 | 0M | 8 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BCG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 95,202 | – | $146.61K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 28,756 | – | $44.28K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 24,558 | – | $39.05K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 12,577 | – | $19.37K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 10,164 | – | $16.16K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 5,335 | – | $8.48K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 3,616 | – | $5.75K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 717 | – | $1.10K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Craig Gould | Chief Executive Officer, Director | 1,022,906 | Sep 9, 2026 |
| David M. Shane | Chief Financial Officer, Director | 3,000 | May 20, 2026 |
| Daniel Hynes | Director | – | Jul 1, 2025 |
| Joel E. Marks | Director | – | Jul 1, 2025 |
| David F. Crane II | Director | – | Jul 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Craig Gould Chief Executive Officer, Director | Sep 4, 2026 | Buy | +3,000 | $1.30 | $3.90K | 1,022,906 |
| Craig Gould Chief Executive Officer, Director | May 19, 2026 | Buy | +3,000 | $1.68 | $5.04K | 1,019,906 |
| David M. Shane Chief Financial Officer, Director | May 19, 2026 | Buy | +3,000 | $1.66 | $4.98K | 3,000 |
| Craig Gould Chief Executive Officer, Director | Feb 25, 2026 | Award | +94,828 | – | – | 1,016,906 |
| Craig Gould Chief Executive Officer, Director | Nov 17, 2025 | Buy | +5,000 | $1.55 | $7.75K | 922,078 |
| Craig Gould Chief Executive Officer, Director | Jun 30, 2025 | Award | +107,843 | $2.04 | $220.00K | 917,078 |
| Craig Gould Chief Executive Officer, Director | Jun 30, 2025 | Award | +500,000 | – | – | 809,235 |
| Securities LLC MHC 10% owner | Mar 15, 2024 | Award | +9,011,653 | – | – | 9,011,653 |
| Craig Gould Chief Executive Officer, Director | Mar 15, 2024 | Award | +309,235 | – | – | 309,235 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.