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Cooper Financial Group

SEC CIK
0001751581
Latest filing
Jul 8, 2026

SEIC holding history

SEI Investments Co 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.

SEIC overviewAll 13F holders of SEICFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of SEIC by Cooper Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,476−100.0%Sold outHolders
Q3 20252,476$210.1K<0.1%+2,476NewHolders
Q2 20250$00.0%−3,990−100.0%Sold outHolders
Q1 20253,990$309.8K<0.1%+105+2.7%AddedHolders
Q4 20243,885$320.4K<0.1%+3,885NewHolders