Cooper Financial Group’s BellRing Brands BRBR Stock Holding History

Cooper Financial Group’s Portfolio BRBR Stock Details BRBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$168K	Buy	21,910 +953	+5%	+$10.5K	0.01%	444
2026 Q2	$271K	Sell	20,957 -2,788	-12%	-$33.6K	0.02%	362
2026 Q1	$382K	Buy	23,745 +13,569	+133%	+$275K	0.04%	288
2025 Q4	$272K	Sell	10,176 -161	-2%	-$5K	0.03%	318
2025 Q3	$376K	Buy	10,337 +91	+0.9%	+$4.11K	0.04%	270
2025 Q2	$594K	Buy	+10,246	New	+$684K	0.07%	217

Other funds holding BRBR

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Cooper Financial Group increased its BellRing Brands (BRBR) stake by 4.5% in Q3 2026, buying an estimated $10.5K and bringing the position to 21,910 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #444.

Cooper Financial Group first reported a position in BRBR in Q2 2025 and has held it in 6 quarters since. The position peaked at $594K in Q2 2025. 10 funds tracked by Wall St. Rank hold BRBR as of Q3 2026.

Cooper Financial Group held 21,910 shares of BellRing Brands worth $168K as of Q3 2026.
Cooper Financial Group bought 953 BellRing Brands shares in Q3 2026, an estimated $10.5K.
BellRing Brands made up 0.01% of Cooper Financial Group's portfolio in Q3 2026, its #444 holding.
Cooper Financial Group first reported a position in BellRing Brands in Q2 2025 and has held it in 6 quarters since.
Cooper Financial Group's BellRing Brands position peaked at $594K in Q2 2025.
10 funds tracked by Wall St. Rank held BellRing Brands as of Q3 2026.

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