Cooper Financial Group
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Cooper Financial Group’s Dow Inc DOW Stock Holding History

Cooper Financial Group’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$324K Buy
11,780
+1,101
+10% +$32.8K 0.03% 332
2026
Q2 		$292K Buy
10,679
+2,201
+26% +$79.9K 0.02% 345
2026
Q1 		$353K Sell
8,478
-177
-2% -$5.61K 0.04% 300
2025
Q4 		$202K Sell
8,655
-261
-3% -$6K 0.02% 375
2025
Q3 		$204K Buy
+8,916
New +$222K 0.02% 375
2021
Q4 		– Sell
-5,269
Closed -$303K – 244
2021
Q3 		$303K Buy
+5,269
New +$323K 0.06% 189

Other funds holding DOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Cooper Financial Group increased its Dow Inc (DOW) stake by 10% in Q3 2026, buying an estimated $32.8K and bringing the position to 11,780 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #332.

Cooper Financial Group first reported a position in DOW in Q3 2021 and has held it in 6 quarters since. The position peaked at $353K in Q1 2026. 687 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Cooper Financial Group held 11,780 shares of Dow Inc worth $324K as of Q3 2026.
  • Cooper Financial Group bought 1,101 Dow Inc shares in Q3 2026, an estimated $32.8K.
  • Dow Inc made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #332 holding.
  • Cooper Financial Group first reported a position in Dow Inc in Q3 2021 and has held it in 6 quarters since.
  • Cooper Financial Group's Dow Inc position peaked at $353K in Q1 2026.
  • 687 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

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