O'Brien Greene & Co. Inc

All 13F Filings

Location
Media, PA
Most recent 13F
Q2 2026
Holdings value ($000)
362,402
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/6/2026 149 362,402 13F-HR O'Brien Greene & Co. Inc
Q1 2026 5/6/2026 141 353,315 13F-HR O'Brien Greene & Co. Inc
Q4 2025 2/5/2026 144 336,846 13F-HR O'Brien Greene & Co. Inc
Q3 2025 11/10/2025 128 325,170 13F-HR O'Brien Greene & Co. Inc
Q2 2025 8/6/2025 136 305,726 13F-HR O'Brien Greene & Co. Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 342.9 K 94.6% 9.621 K 0 9.621 K
ETFs 19.48 K 5.4% 0 530 -530
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
362,402
Holdings
149
QoQ value change ($000)
9,087 (2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.