SVB Wealth’s Mr. Cooper COOP Stock Holding History

SVB Wealth’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	-522	Closed	-$62.4K	–	760
2025 Q1	$62.4K	Buy	+522	New	+$54.5K	﹤0.01%	482
2022 Q2	–	Sell	-4,662	Closed	-$213K	–	774
2022 Q1	$213K	Buy	+4,662	New	+$212K	﹤0.01%	685

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

SVB Wealth's COOP Position: Q2 2025 in Review

SVB Wealth sold out of Mr. Cooper (COOP) in Q2 2025, closing a stake of 522 shares — an estimated $62.4K sold.

SVB Wealth first reported a position in COOP in Q1 2022 and held it in 2 quarters. The position peaked at $213K in Q1 2022. 416 funds tracked by Wall St. Rank hold COOP as of Q2 2025.

SVB Wealth reported no remaining Mr. Cooper position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 522 Mr. Cooper shares in Q2 2025, an estimated $62.4K.
SVB Wealth first reported a position in Mr. Cooper in Q1 2022 and held it in 2 quarters.
SVB Wealth's Mr. Cooper position peaked at $213K in Q1 2022.
416 funds tracked by Wall St. Rank held Mr. Cooper as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.