Cooper Financial Group
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 989,498
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 425 | 989,498 | 13F-HR | Cooper Financial Group |
| Q4 2025 | 1/8/2026 | 380 | 939,837 | 13F-HR | Cooper Financial Group |
| Q3 2025 | 10/7/2025 | 385 | 903,482 | 13F-HR | Cooper Financial Group |
| Q2 2025 | 7/18/2025 | 374 | 850,248 | 13F-HR | Cooper Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 491.1 K | 49.6% | 0 | 254.5 K | -254.5 K |
| ETFs | 489.8 K | 49.5% | 306.2 K | 0 | 306.2 K |
| Debt | 8.609 K | 0.9% | 0 | 200 | -200 |
| Other | 0 | 0.0% | 0 | 1.865 K | -1.865 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
989,498
Holdings
425
QoQ value change ($000)
49,661
(5.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.