Cooper Financial Group
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Cooper Financial Group’s Nasdaq NDAQ Stock Holding History

Cooper Financial Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$338K Buy
3,674
+314
+9% +$29.3K 0.03% 323
2026
Q2 		$265K Buy
3,360
+826
+33% +$72.5K 0.02% 371
2026
Q1 		$215K Buy
2,534
+206
+9% +$18.5K 0.02% 399
2025
Q4 		$226K Buy
+2,328
New +$209K 0.02% 353
2025
Q3 		– Sell
-2,254
Closed -$202K – 404
2025
Q2 		$202K Buy
+2,254
New +$180K 0.02% 362
2024
Q2 		– Sell
-3,540
Closed -$223K – 387
2024
Q1 		$223K Hold
3,540
– – 0.04% 329
2023
Q4 		$206K Buy
+3,540
New +$187K 0.04% 331

Other funds holding NDAQ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
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
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

Cooper Financial Group increased its Nasdaq (NDAQ) stake by 9.3% in Q3 2026, buying an estimated $29.3K and bringing the position to 3,674 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #323.

Cooper Financial Group first reported a position in NDAQ in Q4 2023 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Cooper Financial Group held 3,674 shares of Nasdaq worth $338K as of Q3 2026.
  • Cooper Financial Group bought 314 Nasdaq shares in Q3 2026, an estimated $29.3K.
  • Nasdaq made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #323 holding.
  • Cooper Financial Group first reported a position in Nasdaq in Q4 2023 and has held it in 7 quarters since.
  • 284 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

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