Among active 13F managers last quarter, 4 opened and 1 added, while none reduced or exited; the largest holder to move was Bridgeway Capital Management, LLC (new position). Over the last 180 days, 1 insider sold and none bought, a net -$219K in open-market trades.
The legs disagree, or only one of them leans.
15 tracked 13F filers disclose a position in COHN as of the latest SEC 13F filings, a combined $1.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 31K | $426K | ▲+27% Added · +7K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 30K | $401K | ▲+27% Added · +6K sh | Q2 2026 | |
| 3 | Bridgeway Capital Management, LLC | 17K | $231K | ▲New +17K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 13K | $182K | ▲+11% Added · +1K sh | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 12K | $177K | ▲New +12K sh | Q1 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 11K | $146K | ▲+60% Added · +4K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 10K | $140K | ▲New +10K sh | Q2 2026 | |
| 8 | Dimensional Fund Advisors LP | 10K | $155K | ▲New +10K sh | Q1 2026 | |
| 9 | Spire Wealth Management | 3K | $38K | ▼−44% Reduced · −2K sh | Q1 2026 | |
| 10 | Wells Fargo & Company | 1K | $21K | —Held | Q1 2026 | |
| 11 | UBS Group AG | 522 | $8K | ▲New +522 sh | Q1 2026 | |
| 12 | Tower Research Capital LLC (TRC) | 282 | $4K | ▲24× Added · +270 sh | Q1 2026 | |
| 13 | Morgan Stanley | 3 | $52 | —Held | Q1 2026 | |
| 14 | Caitong International Asset Management Co., Ltd | 2 | $27 | ▲New +2 sh | Q2 2026 | |
| 15 | Citigroup Inc | 1 | $15 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in COHN and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $4.4B |
| Amazon.com IncAMZN | 5 funds | $4.0B |
| Apple IncAAPL | 5 funds | $3.8B |
| Alphabet Inc-CL AGOOGL | 5 funds | $2.4B |
| JPMorgan Chase & CoJPM | 5 funds | $1.8B |
| Tesla IncTSLA | 5 funds | $1.7B |
| Mastercard Inc - AMA | 5 funds | $1.6B |
| Costco Wholesale CorpCOST | 5 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $1.4B |
| Advanced Micro DevicesAMD | 5 funds | $1.3B |
| Eli Lilly & CoLLY | 5 funds | $1.3B |
| Lam Research CorpLRCX | 5 funds | $960.3M |
Ranked by how many of COHN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in COHN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 6, 2026 | Pooler Joseph W. Jr. | EVP, CFO and Treasurer | Sell (S) | 2K | $17K |
| Aug 5, 2026 | Pooler Joseph W. Jr. | EVP, CFO and Treasurer | Sell (S) | 7K | $86K |
| Mar 20, 2026 | Pooler Joseph W. Jr. | EVP, CFO and Treasurer | Sell (S) | 705 | $11K |
| Mar 19, 2026 | Pooler Joseph W. Jr. | EVP, CFO and Treasurer | Sell (S) | 6K | $105K |
| Jun 7, 2024 | Pooler Joseph W. Jr. | EVP, CFO and Treasurer | Sell (S) | 10K | $116K |
| Mar 14, 2023 | Listman Douglas | Chief Accounting Officer | Sell (S) | 2K | $20K |
| Nov 28, 2022 | Dawson G Steven | Director | Sell (S) | 254 | $2K |
| Mar 14, 2022 | Listman Douglas | Chief Accounting Officer | Sell (S) | 1K | $23K |
| May 24, 2021 | Pooler Joseph W. Jr. | EVP, CFO and Treasurer | Sell (S) 2 lots, same day | 10K | $241K |
| May 21, 2021 | Pooler Joseph W. Jr. | EVP, CFO and Treasurer | Sell (S) | 10K | $257K |
| May 21, 2021 | Listman Douglas | Chief Accounting Officer | Sell (S) 2 lots, same day | 9K | $210K |
| Dec 4, 2020 | Cohen Daniel G | Chairman and CE Europe, Director, 10% Owner | Sell (P) | 10K | $166K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 1 | – |
Insiders Form 4 open-market | 0 | 1 | -$219K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for COHN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/COHN/capital-change-brief"
Use Arkolith's capital_change_brief for COHN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for COHN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.