Fiduciary Alliance’s Cooper-Standard Automotive CPS Stock Holding History

Fiduciary Alliance’s Portfolio CPS Stock Details CPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$291K	Sell	13,959 -292,157	-95%	-$7.79M	0.02%	414
2026 Q2	$8.28M	Sell	306,116 -197,855	-39%	-$5.83M	0.56%	43
2026 Q1	$15.4M	Buy	503,971 +2,598	+0.5%	+$86.9K	0.93%	17
2025 Q4	$16.5M	Buy	501,373 +2,659	+0.5%	+$86.6K	1.08%	14
2025 Q3	$18.4M	Buy	498,714 +13,973	+3%	+$426K	1.23%	14
2025 Q2	$10.4M	Buy	484,741 +64,105	+15%	+$1.23M	0.78%	26
2025 Q1	$6.44M	Buy	420,636 +76,744	+22%	+$1.15M	0.63%	39
2024 Q4	$4.66M	Buy	343,892 +29,202	+9%	+$418K	0.47%	60
2024 Q3	$4.36M	Buy	314,690 +55,605	+21%	+$773K	0.58%	48
2024 Q2	$3.1M	Buy	259,085 +45,402	+21%	+$651K	0.5%	58
2024 Q1	$3.38M	Buy	213,683 +119,279	+126%	+$1.91M	0.6%	48
2023 Q4	$1.84M	Buy	+94,404	New	+$1.51M	0.36%	59
2023 Q3	–	Sell	-950	Closed	-$13.5K	–	313
2023 Q2	$13.5K	Buy	+950	New	+$11.6K	﹤0.01%	503

Other funds holding CPS

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fiduciary Alliance's CPS Position: Q3 2026 in Review

Fiduciary Alliance reduced its Cooper-Standard Automotive (CPS) stake by 95% in Q3 2026, selling an estimated $7.79M and leaving 13,959 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #414.

Fiduciary Alliance first reported a position in CPS in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.4M in Q3 2025. 11 funds tracked by Wall St. Rank hold CPS as of Q3 2026.

Fiduciary Alliance held 13,959 shares of Cooper-Standard Automotive worth $291K as of Q3 2026.
Fiduciary Alliance sold 292,157 Cooper-Standard Automotive shares in Q3 2026, an estimated $7.79M.
Cooper-Standard Automotive made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #414 holding.
Fiduciary Alliance first reported a position in Cooper-Standard Automotive in Q2 2023 and has held it in 13 quarters since.
Fiduciary Alliance's Cooper-Standard Automotive position peaked at $18.4M in Q3 2025.
11 funds tracked by Wall St. Rank held Cooper-Standard Automotive as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.