Patriot Financial Group Insurance Agency’s Cooper Companies COO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio COO Stock Details COO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$660K	Sell	9,209 -8,339	-48%	-$545K	0.07%	273
2026 Q1	$1.25M	Buy	17,548 +9,502	+118%	+$752K	0.07%	275
2025 Q4	$659K	Buy	+8,046	New	+$602K	0.08%	259
2022 Q3	–	Sell	-8	Closed	-$1K	–	700
2022 Q2	$1K	Sell	8 -4	-33%	-$354	﹤0.01%	1871
2022 Q1	$1K	Buy	12 +4	+50%	+$403	﹤0.01%	1926
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	2020
2021 Q3	$1K	Buy	+8	New	+$853	﹤0.01%	2038
2018 Q2	–	Sell	-64	Closed	-$4K	–	644
2018 Q1	$4K	Hold	64	–	–	﹤0.01%	762
2017 Q4	$4K	Hold	64	–	–	﹤0.01%	761
2017 Q3	$4K	Hold	64	–	–	﹤0.01%	724
2017 Q2	$4K	Hold	64	–	–	﹤0.01%	708
2017 Q1	$3K	Hold	64	–	–	﹤0.01%	693
2016 Q4	$3K	Buy	+64	New	+$2.79K	﹤0.01%	628

Other funds holding COO

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's COO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Cooper Companies (COO) stake by 48% in Q2 2026, selling an estimated $545K and leaving 9,209 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #273.

Patriot Financial Group Insurance Agency first reported a position in COO in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2026. 293 funds tracked by Wall St. Rank hold COO as of Q2 2026.

Patriot Financial Group Insurance Agency held 9,209 shares of Cooper Companies worth $660K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 8,339 Cooper Companies shares in Q2 2026, an estimated $545K.
Cooper Companies made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #273 holding.
Patriot Financial Group Insurance Agency first reported a position in Cooper Companies in Q4 2016 and has held it in 13 quarters since.
Patriot Financial Group Insurance Agency's Cooper Companies position peaked at $1.25M in Q1 2026.
293 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.