Cooper Financial Group
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Cooper Financial Group’s JBT Marel JBTM Stock Holding History

Cooper Financial Group’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,640
Closed -$238K – 483
2026
Q2 		$238K Buy
+1,640
New +$212K 0.02% 393

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Congress Asset Management
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

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

Cooper Financial Group sold out of JBT Marel (JBTM) in Q3 2026, closing a stake of 1,640 shares — an estimated $238K sold.

Cooper Financial Group first reported a position in JBTM in Q2 2026 and held it in 1 quarter. The position peaked at $238K in Q2 2026. 60 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Cooper Financial Group reported no remaining JBT Marel position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 1,640 JBT Marel shares in Q3 2026, an estimated $238K.
  • Cooper Financial Group first reported a position in JBT Marel in Q2 2026 and held it in 1 quarter.
  • Cooper Financial Group's JBT Marel position peaked at $238K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

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