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Greenberg Financial Group’s Kopin KOPN Stock Holding History

Greenberg Financial Group’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$143K Buy
+61,000
New +$176K 0.06% 105
2025
Q2 		$262K Sell
58,500
-500
-0.8% -$651 0.1% 94
2025
Q1 		$133K Buy
+59,000
New +$86.8K 0.05% 108

Other funds holding KOPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Greenberg Financial Group's KOPN Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Kopin (KOPN) in Q4 2025: 61,000 shares worth $143K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in KOPN as recently as Q2 2025.

Greenberg Financial Group first reported a position in KOPN in Q1 2025 and has held it in 3 quarters since. The position peaked at $262K in Q2 2025. 144 funds tracked by Wall St. Rank hold KOPN as of Q4 2025.

  • Greenberg Financial Group held 61,000 shares of Kopin worth $143K as of Q4 2025.
  • Kopin was a new Greenberg Financial Group position in Q4 2025.
  • Kopin made up 0.06% of Greenberg Financial Group's portfolio in Q4 2025, its #105 holding.
  • Greenberg Financial Group first reported a position in Kopin in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Kopin position peaked at $262K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Kopin as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.