Cooper Financial Group
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,255,708
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 450 | 1,255,708 | 13F-HR | Cooper Financial Group |
| Q2 2026 | 7/8/2026 | 451 | 1,206,346 | 13F-HR | Cooper Financial Group |
| 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)
Derivatives reported exposure ($000):
1.258 K
(0.1% of total reported value)
· QoQ Δ:
-139
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 597.6 K | 47.6% | 18.5 K | 0 | 18.5 K |
| ETFs | 649.4 K | 51.8% | 32.04 K | 0 | 32.04 K |
| Debt | 7.446 K | 0.6% | 0 | 1.029 K | -1.029 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
1,255,708
Holdings
450
QoQ value change ($000)
49,362
(4.1%)
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.