Position in PHYS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,834,633
-$2,770,750 QoQ
Shares Held
591,138
+1.7% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
5.39%
of 13F equity value
Holder Rank
#52
of 649 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026O'Brien Greene & Co. Inc holds $19,744,730 across 3 Asset Management names. PHYS ranks #1 (90.3% of the industry book) .
All Filings in PHYS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,834,633 | 591,138 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,605,383 | 581,416 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,676,640 | 565,616 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,814,177 | 533,902 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,698,785 | 540,386 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,279,550 | 510,372 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,671,046 | 480,191 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,388,108 | 460,653 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $8,569,488 | 474,501 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,652,014 | 442,313 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,231,009 | 453,924 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $6,459,150 | 451,058 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,169,942 | 413,535 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,319,429 | 408,760 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,780,436 | 409,960 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,323,762 | 1,275,294 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,892,115 | 415,523 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,179,170 | 402,028 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $5,829,844 | 405,978 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,517,005 | 399,783 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,540,727 | 394,920 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,615,990 | 344,220 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,156,554 | 341,720 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,995,697 | 331,940 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,037,386 | 142,375 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||