Signals

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☆COHN

22 in-universe funds with a nonzero position in COHN within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-31 8-K Item(s) 1.01, 1.02, 9.01 -- negative
2026-08-06 Insider Pooler Joseph W. Jr. (EVP, CFO and Treasurer) disposed via sale ($17,250)
2026-08-05 Insider Pooler Joseph W. Jr. (EVP, CFO and Treasurer) disposed via sale ($85,716)
2026-08-03 8-K Item(s) 2.02, 9.01
2026-07-17 Insider COHEN DANIEL G (Executive Chairman) disposed via G
2026-07-10 8-K Item(s) 8.01
2026-06-30 8-K Item(s) 8.01
2026-06-22 8-K Item(s) 1.01, 9.01
2026-06-03 8-K Item(s) 5.07
2026-05-27 8-K Item(s) 7.01, 9.01
2026-05-18 Ownership Dilution filing by Cohen & Co Inc. (S-3)
2026-05-01 8-K Item(s) 2.02, 9.01
2026-04-23 Insider COHEN DANIEL G (Executive Chairman) disposed via G
2026-03-30 Insider COHEN DANIEL G (Executive Chairman) disposed via G
2026-03-20 Insider Pooler Joseph W. Jr. (EVP, CFO and Treasurer) disposed via sale ($10,984)
2026-03-19 Insider Pooler Joseph W. Jr. (EVP, CFO and Treasurer) disposed via sale ($104,838)
2026-03-06 8-K Item(s) 1.01, 1.02, 9.01 -- negative
2026-03-06 8-K Item(s) 2.02, 9.01
2026-02-20 Ownership Dilution filing by Cohen & Co Inc. (424B5)
2026-02-03 Insider Pooler Joseph W. Jr. (EVP, CFO and Treasurer) disposed via tax withholding ($131,783)
2026-02-03 Insider Listman Douglas (Chief Accounting Officer) disposed via tax withholding ($60,780)
2025-12-30 Insider COHEN DANIEL G (Executive Chairman) disposed via G
2024-05-02 Ownership Dilution filing by Cohen & Co Inc. (S-3/A)
2023-10-26 Ownership Dilution filing by Cohen & Co Inc. (S-3)
2023-10-05 Ownership Dilution filing by Cohen & Co Inc. (424B5)
2021-03-08 Ownership Dilution filing by Cohen & Co Inc. (424B5)
2020-12-02 Ownership Dilution filing by Cohen & Co Inc. (424B5)
2020-11-10 Ownership Dilution filing by Cohen & Co Inc. (S-3/A)
2020-11-05 Ownership Dilution filing by Cohen & Co Inc. (S-3/A)
2020-10-23 Ownership Dilution filing by Cohen & Co Inc. (S-3)

Flow ranking

Rank#1801
Score / z0.000 / 0.02
Consensus9.25 over 12 funds
Momentumnot computed

Price & positioning

223 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-06 Pooler Joseph W. Jr. S $17,250
2026-08-05 Pooler Joseph W. Jr. S $85,716
2026-07-17 COHEN DANIEL G G —
2026-04-23 COHEN DANIEL G G —
2026-03-30 COHEN DANIEL G G —
2026-03-20 Pooler Joseph W. Jr. S $10,984
2026-03-19 Pooler Joseph W. Jr. S $104,838
2026-02-03 Pooler Joseph W. Jr. F $131,783
2026-02-03 Listman Douglas F $60,780
2025-12-30 COHEN DANIEL G G —
Showing the 10 most recent.

8-K events

Negative / total1 / 4
FiledFormItems
2026-08-31 8-K 1.01, 1.02, 9.01
2026-08-03 8-K 2.02, 9.01
2026-07-10 8-K 8.01
2026-06-30 8-K 8.01
2026-06-22 8-K 1.01, 9.01
2026-06-03 8-K 5.07
2026-05-27 8-K 7.01, 9.01
2026-05-01 8-K 2.02, 9.01
2026-03-06 8-K 1.01, 1.02, 9.01
2026-03-06 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-18 S-3 Cohen & Co Inc.
2026-02-20 424B5 Cohen & Co Inc.
2024-05-02 S-3/A Cohen & Co Inc.
2023-10-26 S-3 Cohen & Co Inc.
2023-10-05 424B5 Cohen & Co Inc.
2021-03-08 424B5 Cohen & Co Inc.
2020-12-02 424B5 Cohen & Co Inc.
2020-11-10 S-3/A Cohen & Co Inc.
2020-11-05 S-3/A Cohen & Co Inc.
2020-10-23 S-3 Cohen & Co Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Trustees of Columbia University in the City of New York CIK 0001420995 0.938 3 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just COHN). Qtrs Held counts distinct quarters this fund has actually held COHN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its COHN position size. Δ columns are the percentage-point change in COHN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status