Summit Securities Group’s Mr. Cooper COOP Stock Holding History

Summit Securities Group’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	-1,500	Closed	-$224K	–	1081
2025 Q2	$224K	Buy	+1,500	New	+$192K	0.04%	250

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's COOP Position: Q3 2025 in Review

Summit Securities Group sold out of Mr. Cooper (COOP) in Q3 2025, closing a stake of 1,500 shares — an estimated $224K sold.

Summit Securities Group first reported a position in COOP in Q2 2025 and held it in 1 quarter. The position peaked at $224K in Q2 2025. 423 funds tracked by Wall St. Rank hold COOP as of Q3 2025.

Summit Securities Group reported no remaining Mr. Cooper position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 1,500 Mr. Cooper shares in Q3 2025, an estimated $224K.
Summit Securities Group first reported a position in Mr. Cooper in Q2 2025 and held it in 1 quarter.
Summit Securities Group's Mr. Cooper position peaked at $224K in Q2 2025.
423 funds tracked by Wall St. Rank held Mr. Cooper as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.