Cooper Financial Group

SEC CIK: 0001751581
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

AMG holding history

Affiliated Managers Group, Inc. in every 13F filed by Cooper Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMG overview All 13F holders of AMG Full Q2 2026 holdings

Shares (Q2 2026): 642
Value: $217.3K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of AMG by Cooper Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	642	$217.3K	<0.1%	−186−22.5%	Reduced	Holders
Q1 2026	828	$229.1K	<0.1%	−76−8.4%	Reduced	Holders
Q4 2025	904	$260.6K	<0.1%	−47−4.9%	Reduced	Holders
Q3 2025	951	$226.7K	<0.1%	+951	New	Holders