Cooper Financial Group’s Skywest SKYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$232K	Buy	2,395 +52	+2%	+$5.27K	0.02%	404
2026 Q2	$233K	Sell	2,343 -125	-5%	-$11.1K	0.02%	400
2026 Q1	$227K	Buy	2,468 +125	+5%	+$12.3K	0.02%	386
2025 Q4	$235K	Hold	2,343	–	–	0.03%	337
2025 Q3	$236K	Hold	2,343	–	–	0.03%	345
2025 Q2	$241K	Sell	2,343 -1	-0%	-$95	0.03%	335
2025 Q1	$205K	Buy	2,344 +1	+0%	+$102	0.03%	365
2024 Q4	$235K	Buy	+2,343	New	+$239K	0.03%	354

Other funds holding SKYW

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

VCM

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

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

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

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

Cooper Financial Group increased its Skywest (SKYW) stake by 2.2% in Q3 2026, buying an estimated $5.27K and bringing the position to 2,395 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #404.

Cooper Financial Group first reported a position in SKYW in Q4 2024 and has held it in 8 quarters since. The position peaked at $241K in Q2 2025. 21 funds tracked by Wall St. Rank hold SKYW as of Q3 2026.

Cooper Financial Group held 2,395 shares of Skywest worth $232K as of Q3 2026.
Cooper Financial Group bought 52 Skywest shares in Q3 2026, an estimated $5.27K.
Skywest made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #404 holding.
Cooper Financial Group first reported a position in Skywest in Q4 2024 and has held it in 8 quarters since.
Cooper Financial Group's Skywest position peaked at $241K in Q2 2025.
21 funds tracked by Wall St. Rank held Skywest as of Q3 2026.

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