Cooper Financial Group
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Cooper Financial Group’s Wabtec WAB Stock Holding History

Cooper Financial Group’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Sell
745
-19
-2% -$5.4K 0.02% 422
2026
Q2 		$206K Sell
764
-46
-6% -$12.2K 0.02% 438
2026
Q1 		$202K Buy
+810
New +$196K 0.02% 414

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Santori & Peters Inc
Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Cooper Financial Group reduced its Wabtec (WAB) stake by 2.5% in Q3 2026, selling an estimated $5.4K and leaving 745 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #422.

Cooper Financial Group first reported a position in WAB in Q1 2026 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

  • Cooper Financial Group held 745 shares of Wabtec worth $214K as of Q3 2026.
  • Cooper Financial Group sold 19 Wabtec shares in Q3 2026, an estimated $5.4K.
  • Wabtec made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #422 holding.
  • Cooper Financial Group first reported a position in Wabtec in Q1 2026 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

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