COHEN & CO INC NEW COHN
COM · Common Stock · CUSIP 19249M102
- SectorFinancials
- IndustrySecurity Brokers, Dealers & Flotation Companies
- HeadquartersPhiladelphia, PA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 3.2m as of 2026-07-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $13.58.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 12 |
| Q4 2022 | 12 |
| Q1 2023 | 10 |
| Q2 2023 | 7 |
| Q3 2023 | 8 |
| Q4 2023 | 9 |
| Q1 2024 | 9 |
| Q2 2024 | 13 |
| Q3 2024 | 11 |
| Q4 2024 | 13 |
| Q1 2025 | 10 |
| Q2 2025 | 10 |
| Q3 2025 | 9 |
| Q4 2025 | 10 |
| Q1 2026 | 13 |
| Q2 2026 | 14 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 4 | 5 |
| Q4 2024 | 6 | 3 |
| Q1 2025 | 0 | 6 |
| Q2 2025 | 2 | 5 |
| Q3 2025 | 6 | 2 |
| Q4 2025 | 6 | 6 |
| Q1 2026 | 6 | 3 |
| Q2 2026 | 13 | 4 |
Biggest buyers
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | +17.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +14.8k |
| CITADEL ADVISORS LLC | New | +10.3k |
| BlackRock, Inc. | Added | +6.7k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +6.2k |
| VANGUARD FIDUCIARY TRUST CO | Added | +4.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +2.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.3k |
| BARCLAYS PLC | New | +66 |
| Tower Research Capital LLC (TRC) | Added | +56 |
Biggest sellers
| Trustees of Columbia University in the City of New York | Sold out | -20.0k |
| UBS Group AG | Sold out | -522 |
| Spire Wealth Management | Reduced | -500 |
| CITIGROUP INC | Sold out | -1 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
COHEN DANIEL G
13D · may seek influence
filed 2025-12-02
Stated purposeItem 4 of this Schedule 13D is hereby supplemented by the information set forth in Item 3 above, which information is incorporated by reference herein. Full filing |
70.0% |
Brafman Lester Raymond
13D · may seek influence
filed 2025-12-02
Stated purposeItem 4 of this Schedule 13D is hereby supplemented by the information set forth in Item 3 above, which information is incorporated by reference herein. Full filing |
15.5% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $115.8k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $103.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-06 | Pooler Joseph W. Jr. EVP, CFO and Treasurer | Sold | $17.2k1.5k shares |
| 2026-08-05 | Pooler Joseph W. Jr. EVP, CFO and Treasurer | Sold | $85.7k7.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 31.3k $425.7k | Added +6.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 29.5k $400.9k | Added +6.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 26.5k $360.4k | Added +14.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 17.0k $231.5k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 13.4k $182.4k | Added +1.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 12.9k $174.8k | Added +2.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 10.7k $145.6k | Added +4.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.3k $139.6k | New |
| Spire Wealth Management 0.00% of their portfolio | 2.0k $27.2k | Reduced -500 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.4k $19.0k | Added +1 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 338 $4.6k | Added +56 |
| BARCLAYS PLC 0.00% of their portfolio | 66 $896 | New |
| MORGAN STANLEY 0.00% of their portfolio | 9 $127 | Added +6 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 2 $27 | New |