Binah Capital Group, Inc. (BCG) shareholders
Close on Nov 13, 2026Market cap $21.15MP/E 5.9Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Wentworth Funding, LLC | 1,212,547 | 7.20% | 13G (passive) amendment | Sep 30, 2025 |
| 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 |
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)
8 funds held BCG in Q2 2026, 75% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Binah Capital's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,068 shares on Aug 25, 2026 over the last 90 days.
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