Allworth Financial’s Koppers KOP Stock Holding History

Allworth Financial’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.85K	Buy	203 +21	+12%	+$702	﹤0.01%	3670
2025 Q4	$4.93K	Buy	182 +26	+17%	+$727	﹤0.01%	3721
2025 Q3	$4.37K	Buy	156 +4	+3%	+$123	﹤0.01%	3629
2025 Q2	$4.89K	Buy	152 +22	+17%	+$632	﹤0.01%	3269
2025 Q1	$3.33K	Buy	130 +7	+6%	+$211	﹤0.01%	2986
2024 Q4	$3.9K	Hold	123	–	–	﹤0.01%	2872
2024 Q3	$4.49K	Hold	123	–	–	﹤0.01%	2617
2024 Q2	$4.77K	Hold	123	–	–	﹤0.01%	2547
2024 Q1	$6.79K	Hold	123	–	–	﹤0.01%	2275
2023 Q4	$6.3K	Hold	123	–	–	﹤0.01%	2173
2023 Q3	$4.87K	Buy	123 +36	+41%	+$1.36K	﹤0.01%	2118
2023 Q2	$2.97K	Hold	87	–	–	﹤0.01%	2323
2023 Q1	$3.04K	Hold	87	–	–	﹤0.01%	2233
2022 Q4	$2.45K	Sell	87 -11	-11%	-$297	﹤0.01%	2167
2022 Q3	$2K	Buy	+98	New	+$2.26K	﹤0.01%	2167

Other funds holding KOP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM