BAMCO Inc’s Coherent COHR Stock Holding History

BAMCO Inc’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16M	Buy	66,982 +37,500	+127%	+$8.59M	0.05%	203
2025 Q4	$5.44M	Buy	29,482 +10,488	+55%	+$1.57M	0.01%	248
2025 Q3	$2.05M	Buy	18,994 +9,792	+106%	+$976K	0.01%	279
2025 Q2	$821K	Buy	+9,202	New	+$662K	﹤0.01%	292

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

BAMCO Inc's COHR Position: Q1 2026 in Review

BAMCO Inc increased its Coherent (COHR) stake by 127% in Q1 2026, buying an estimated $8.59M and bringing the position to 66,982 shares worth $16M. The position accounts for 0.05% of the portfolio, ranked #203.

BAMCO Inc first reported a position in COHR in Q2 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

BAMCO Inc held 66,982 shares of Coherent worth $16M as of Q1 2026.
BAMCO Inc bought 37,500 Coherent shares in Q1 2026, an estimated $8.59M.
Coherent made up 0.05% of BAMCO Inc's portfolio in Q1 2026, its #203 holding.
BAMCO Inc first reported a position in Coherent in Q2 2025 and has held it in 4 quarters since.
1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on BAMCO Inc's 13F filing for Q1 2026, filed 15 May 2026.