Cooper Financial Group

SEC CIK: 0001751581
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

BNY holding history

Bank of New York Mellon Corp 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.

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

Shares (Q2 2026): 1,738
Value: $251.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of BNY by Cooper Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,738	$251.3K	<0.1%	−51−2.9%	Reduced	Holders
Q1 2026	1,789	$212.2K	<0.1%	+1,789	New	Holders
Q2 2025	0	$0	0.0%	−2,408−100.0%	Sold out	Holders
Q1 2025	2,408	$202.0K	<0.1%	+2,408	New	Holders