O'Connor Financial Group
KOPN icon

O'Connor Financial Group’s Kopin KOPN Stock Holding History

O'Connor 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
2026
Q3 		$93.2K Hold
20,252
– – 0.03% 67
2026
Q2 		$90.7K Hold
20,252
– – 0.03% 68
2026
Q1 		$45.6K Hold
20,252
– – 0.02% 58
2025
Q4 		$57.9K Hold
20,252
– – 0.02% 59
2025
Q3 		$49.2K Hold
20,252
– – 0.02% 59
2025
Q2 		$32K Buy
+20,252
New +$26.4K 0.01% 60
2025
Q1 		– Sell
-20,252
Closed -$27.5K – 58
2024
Q4 		$27.5K Buy
+20,252
New +$19.4K 0.01% 55
2024
Q2 		– Sell
-20,252
Closed -$36.5K – 54
2024
Q1 		$36.5K Buy
+20,252
New +$45K 0.02% 47

Other funds holding KOPN

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Murphy Pohlad Asset Management
Murphy Pohlad Asset Management Eden Prairie, Minnesota $288M AUM 30.61% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Griffin Asset Management
Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return
DWM Financial Group
DWM Financial Group Palatine, Illinois $128M AUM

O'Connor Financial Group's KOPN Position: Q3 2026 in Review

O'Connor Financial Group held its Kopin (KOPN) position steady in Q3 2026 at 20,252 shares worth $93.2K. The position accounts for 0.03% of the portfolio, ranked #67.

O'Connor Financial Group first reported a position in KOPN in Q1 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold KOPN as of Q3 2026.

  • O'Connor Financial Group held 20,252 shares of Kopin worth $93.2K as of Q3 2026.
  • O'Connor Financial Group left its Kopin share count unchanged in Q3 2026.
  • Kopin made up 0.03% of O'Connor Financial Group's portfolio in Q3 2026, its #67 holding.
  • O'Connor Financial Group first reported a position in Kopin in Q1 2024 and has held it in 8 quarters since.
  • 45 funds tracked by Wall St. Rank held Kopin as of Q3 2026.

Based on O'Connor Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.