OF
COOP

Optimize Financial’s Mr. Cooper COOP Stock Holding History

Optimize Financial’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
Q3 		– Sell
-3,394
Closed -$506K – 353
2025
Q2 		$506K Sell
3,394
-24
-0.7% -$3.08K 0.31% 88
2025
Q1 		$409K Sell
3,418
-325
-9% -$33.9K 0.3% 100
2024
Q4 		$359K Buy
+3,743
New +$356K 0.27% 111

Other funds holding COOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's COOP Position: Q3 2025 in Review

Optimize Financial sold out of Mr. Cooper (COOP) in Q3 2025, closing a stake of 3,394 shares — an estimated $506K sold.

Optimize Financial first reported a position in COOP in Q4 2024 and held it in 3 quarters. The position peaked at $506K in Q2 2025. 423 funds tracked by Wall St. Rank hold COOP as of Q3 2025.

  • Optimize Financial reported no remaining Mr. Cooper position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 3,394 Mr. Cooper shares in Q3 2025, an estimated $506K.
  • Optimize Financial first reported a position in Mr. Cooper in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Mr. Cooper position peaked at $506K in Q2 2025.
  • 423 funds tracked by Wall St. Rank held Mr. Cooper as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.