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Cooper Financial Group’s BP BP Stock Holding History

Cooper Financial Group’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$740K Buy
16,821
+1,563
+10% +$67.1K 0.06% 206
2026
Q2 		$564K Buy
15,258
+1,953
+15% +$85.7K 0.05% 248
2026
Q1 		$625K Sell
13,305
-1,984
-13% -$77.7K 0.06% 226
2025
Q4 		$531K Buy
15,289
+566
+4% +$19.9K 0.06% 234
2025
Q3 		$507K Buy
14,723
+2,471
+20% +$82.8K 0.06% 233
2025
Q2 		$367K Buy
12,252
+44
+0.4% +$1.29K 0.04% 274
2025
Q1 		$413K Buy
12,208
+459
+4% +$15K 0.05% 263
2024
Q4 		$347K Buy
11,749
+947
+9% +$28.5K 0.04% 285
2024
Q3 		$339K Sell
10,802
-11,563
-52% -$391K 0.04% 297
2024
Q2 		$807K Sell
22,365
-8,879
-28% -$333K 0.12% 154
2024
Q1 		$1.18M Sell
31,244
-734
-2% -$26.3K 0.19% 102
2023
Q4 		$1.13M Buy
31,978
+688
+2% +$25.2K 0.21% 96
2023
Q3 		$1.21M Buy
31,290
+1,918
+7% +$71.2K 0.29% 80
2023
Q2 		$1.04M Buy
29,372
+9,691
+49% +$359K 0.26% 93
2023
Q1 		$747K Buy
19,681
+2,823
+17% +$105K 0.2% 121
2022
Q4 		$589K Buy
16,858
+1,645
+11% +$54.7K 0.18% 128
2022
Q3 		$434K Buy
15,213
+3,125
+26% +$93K 0.16% 138
2022
Q2 		$343K Buy
12,088
+205
+2% +$6.28K 0.12% 167
2022
Q1 		$349K Buy
11,883
+959
+9% +$29.2K 0.13% 146
2021
Q4 		$291K Sell
10,924
-2,274
-17% -$63.1K 0.11% 179
2021
Q3 		$361K Buy
13,198
+265
+2% +$6.64K 0.07% 166
2021
Q2 		$342K Sell
12,933
-210
-2% -$5.51K 0.07% 167
2021
Q1 		$320K Buy
+13,143
New +$316K 0.07% 170
2020
Q3 		– Sell
-9,608
Closed -$224K – 206
2020
Q2 		$224K Buy
+9,608
New +$231K 0.07% 170
2020
Q1 		– Sell
-5,704
Closed -$215K – 154
2019
Q4 		$215K Sell
5,704
-100
-2% -$3.8K 0.09% 148
2019
Q3 		$221K Sell
5,804
-3,749
-39% -$143K 0.1% 131
2019
Q2 		$392K Buy
9,553
+1,070
+13% +$44.9K 0.19% 78
2019
Q1 		$365K Buy
8,483
+1,631
+24% +$66.8K 0.2% 69
2018
Q4 		$252K Buy
+6,852
New +$274K 0.17% 82

Other funds holding BP

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cooper Financial Group's BP Position: Q3 2026 in Review

Cooper Financial Group increased its BP (BP) stake by 10% in Q3 2026, buying an estimated $67.1K and bringing the position to 16,821 shares worth $740K. The position accounts for 0.06% of the portfolio, ranked #206.

Cooper Financial Group first reported a position in BP in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.21M in Q3 2023. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Cooper Financial Group held 16,821 shares of BP worth $740K as of Q3 2026.
  • Cooper Financial Group bought 1,563 BP shares in Q3 2026, an estimated $67.1K.
  • BP made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #206 holding.
  • Cooper Financial Group first reported a position in BP in Q4 2018 and has held it in 29 quarters since.
  • Cooper Financial Group's BP position peaked at $1.21M in Q3 2023.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.