O'Brien Greene & Co. Inc SONY Sony Group Corporation Sponsor

Ownership history in O'Brien Greene & Co. Inc  ·  3 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported Sony Group Corporation Sponsor (SONY) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.69% in 2025 Q4. The latest visible filing shows SONY at 1.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SONY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'Brien Greene & Co. Inc's position in Sony Group Corporation Sponsor, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SONY was reported at 1.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How O'Brien Greene & Co. Inc held SONY — position size vs. price
% of Fund (quarterly)    SONY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 235,162 +13,320 +6.0% 1.38% $4.9M 2026-05-06 $20.73
2025 Q4 ADDED 221,842 +31,914 +16.8% 1.69% $5.7M 2026-02-05 $21.24
2025 Q3 INITIATED 189,928 1.68% $5.5M 2025-11-10 $27.97

FAQ About O'Brien Greene & Co. Inc and SONY

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'Brien Greene & Co. Inc reported owning SONY?

O'Brien Greene & Co. Inc reported SONY across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SONY position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for SONY was 1.69% in 2025 Q4.

What is the latest reported SONY position on this page?

The most recent filing on this page is 2026 Q1, when O'Brien Greene & Co. Inc reported 235,162 shares, equal to 1.38% of portfolio, with an estimated market value of $4.9M.

What does the chart on this SONY ownership page compare?

The chart compares O'Brien Greene & Co. Inc's quarterly SONY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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