Richardson Financial Services’s Mr. Cooper COOP Stock Holding History

Richardson Financial Services’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	-163	Closed	-$19.5K	–	620
2025 Q1	$19.5K	Sell	163 -2	-1%	-$209	0.01%	326
2024 Q4	$15.6K	Sell	165 -3	-2%	-$285	0.01%	355
2024 Q3	$13.6K	Hold	168	–	–	0.01%	376
2024 Q2	$13.6K	Hold	168	–	–	0.01%	354
2024 Q1	$13.1K	Buy	168 +54	+47%	+$3.76K	0.01%	383
2023 Q4	$7.42K	Buy	+114	New	+$6.74K	0.01%	334

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

Richardson Financial Services's COOP Position: Q2 2025 in Review

Richardson Financial Services sold out of Mr. Cooper (COOP) in Q2 2025, closing a stake of 163 shares — an estimated $19.5K sold.

Richardson Financial Services first reported a position in COOP in Q4 2023 and held it in 6 quarters. The position peaked at $19.5K in Q1 2025. 416 funds tracked by Wall St. Rank hold COOP as of Q2 2025.

Richardson Financial Services reported no remaining Mr. Cooper position as of Q2 2025 after selling out during the quarter.
Richardson Financial Services sold 163 Mr. Cooper shares in Q2 2025, an estimated $19.5K.
Richardson Financial Services first reported a position in Mr. Cooper in Q4 2023 and held it in 6 quarters.
Richardson Financial Services's Mr. Cooper position peaked at $19.5K in Q1 2025.
416 funds tracked by Wall St. Rank held Mr. Cooper as of Q2 2025.

Based on Richardson Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.