Spire Wealth Management’s Cohen & Co COHN Stock Holding History

Spire Wealth Management’s Portfolio COHN Stock Details COHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.2K	Sell	2,000 -500	-20%	-$7.52K	﹤0.01%	1351
2026 Q1	$37.7K	Sell	2,500 -2,000	-44%	-$35.6K	﹤0.01%	1252
2025 Q4	$106K	Buy	+4,500	New	+$62.7K	﹤0.01%	972
2022 Q3	–	Sell	-140	Closed	-$2K	–	2245
2022 Q2	$2K	Hold	140	–	–	﹤0.01%	2338
2022 Q1	$2K	Hold	140	–	–	﹤0.01%	2381
2021 Q4	$2K	Sell	140 -26	-16%	-$466	﹤0.01%	2761
2021 Q3	$3K	Hold	166	–	–	﹤0.01%	2380
2021 Q2	$3K	Hold	166	–	–	﹤0.01%	2407
2021 Q1	$4K	Buy	+166	New	+$3.48K	﹤0.01%	2678

Other funds holding COHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Spire Wealth Management's COHN Position: Q2 2026 in Review

Spire Wealth Management reduced its Cohen & Co (COHN) stake by 20% in Q2 2026, selling an estimated $7.52K and leaving 2,000 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Spire Wealth Management first reported a position in COHN in Q1 2021 and has held it in 9 quarters since. The position peaked at $106K in Q4 2025. 14 funds tracked by Wall St. Rank hold COHN as of Q2 2026.

Spire Wealth Management held 2,000 shares of Cohen & Co worth $27.2K as of Q2 2026.
Spire Wealth Management sold 500 Cohen & Co shares in Q2 2026, an estimated $7.52K.
Cohen & Co made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1351 holding.
Spire Wealth Management first reported a position in Cohen & Co in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's Cohen & Co position peaked at $106K in Q4 2025.
14 funds tracked by Wall St. Rank held Cohen & Co as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.