Independent Advisor Alliance’s Mr. Cooper COOP Stock Holding History

Independent Advisor Alliance’s Portfolio COOP Stock Details COOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,913	Closed	-$229K	–	900
2025 Q1	$229K	Buy	+1,913	New	+$200K	0.01%	734

Other funds holding COOP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Advisor Alliance's COOP Position: Q2 2025 in Review

Independent Advisor Alliance sold out of Mr. Cooper (COOP) in Q2 2025, closing a stake of 1,913 shares — an estimated $229K sold.

Independent Advisor Alliance first reported a position in COOP in Q1 2025 and held it in 1 quarter. The position peaked at $229K in Q1 2025. 416 funds tracked by Wall St. Rank hold COOP as of Q2 2025.

Independent Advisor Alliance reported no remaining Mr. Cooper position as of Q2 2025 after selling out during the quarter.
Independent Advisor Alliance sold 1,913 Mr. Cooper shares in Q2 2025, an estimated $229K.
Independent Advisor Alliance first reported a position in Mr. Cooper in Q1 2025 and held it in 1 quarter.
Independent Advisor Alliance's Mr. Cooper position peaked at $229K in Q1 2025.
416 funds tracked by Wall St. Rank held Mr. Cooper as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.