BCG · NASDAQ · Asset Management

Binah Capital Group (BCG)

Platform for independent financial professionals across brokerage, advisory, insurance, and practice support.

$1.37
Pre-market0.00 (0.00%)
At close$1.37(+0.52%)

Breakdown13F · 13D/G · Form 4

Institutions10 holders · as of Mar 31, 20261.74%296.5K shares
Insiders2 holders · as of May 20, 20266.00%1.02M shares
Strategic holders2 holders · as of Nov 21, 202512.80%2.18M shares
Otherremainder79.46%13.56M shares

17.06M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Wentworth Funding, LLCStrategic
7.11%1.21M13Gfiled Nov 12, 2025
Craig GouldInsiderdirector, officer: Chief Executive Officer
5.98%1.02MForm 4filed May 20, 2026
Alta Partners LLCStrategic
5.69%970,51913Gfiled Nov 21, 2025
Vanguard Capital Management LLCInstitution
0.73%123,95813Fas of Mar 31, 2026
Geode Capital Management, LLCInstitution
0.21%36,15913Fas of Mar 31, 2026
Grimes & Company, Inc.Institution
0.20%33,48213Fas of Mar 31, 2026
Two Sigma Investments, LPInstitution
0.16%26,70213Fas of Mar 31, 2026
State Street CorpInstitution
0.15%25,10013Fas of Mar 31, 2026
Vanguard Fiduciary Trust CoInstitution
0.13%22,00313Fas of Mar 31, 2026
UBS Group AGInstitution
0.09%15,44213Fas of Mar 31, 2026
BlackRock, Inc.Institution
0.07%11,88813Fas of Mar 31, 2026
David M. ShaneInsiderdirector, officer: Chief Financial Officer
0.02%3,000Form 4filed May 20, 2026
Tower Research Capital LLC (TRC)Institution
0.01%1,29713Fas of Mar 31, 2026
Farther Finance Advisors, LLCInstitution
0.00%50013Fas of Mar 31, 2026
MHC Securities LLC1,2Strategic10 percent owner
52.82%9.01MForm 4filed Apr 9, 2024
  1. Last filed Apr 9, 2024; leaving the company requires no filing. Not in the bar.
  2. This 9.01M-share position rests on a single filing; nothing else on file confirms it.

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

10 holders · 296.5K shares · 2 new positions · 5 increased · 2 reduced · 5 closed

HolderShares% outstandingChg q/qFiled
Vanguard Capital Management LLC124.0K0.73%+124.0KnewMay 15, 2026
Geode Capital Management, LLC36.2K0.21%+4.3KMay 15, 2026
Grimes & Company, Inc.33.5K0.20%0Apr 21, 2026
Two Sigma Investments, LP26.7K0.16%−2.1KMay 15, 2026
State Street Corp25.1K0.15%0May 15, 2026
Vanguard Fiduciary Trust Co22.0K0.13%+22.0KnewMay 8, 2026
UBS Group AG15.4K0.09%−2.2KMay 5, 2026
BlackRock, Inc.11.9K0.07%+962May 13, 2026

Ownership statements13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Wentworth Funding, LLC7.20%1.21M13GNov 12, 2025
Alta Partners LLC5.50%970.5K13GNov 21, 2025

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 19, 2026
David M. Shanedirector, officer: Chief Financial Officer
Purchase3,000$1.663,000
May 19, 2026
Craig Goulddirector, officer: Chief Executive Officer
Purchase3,000$1.681,019,906
Nov 17, 2025
Craig Goulddirector, officer: Chief Executive Officer
Purchase5,000$1.55922,078

CongressHouse and Senate disclosures

Not reported.