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ALPS Advisors’s Oppenheimer Holdings OPY Stock Holding History

ALPS Advisors’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$642K Buy
6,085
+85
+1% +$8.65K ﹤0.01% 846
2026
Q1 		$535K Buy
+6,000
New +$502K ﹤0.01% 706
2021
Q3 		– Sell
-7,980
Closed -$406K – 995
2021
Q2 		$406K Hold
7,980
– – ﹤0.01% 571
2021
Q1 		$320K Buy
+7,980
New +$296K ﹤0.01% 778

Other funds holding OPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ALPS Advisors's OPY Position: Q2 2026 in Review

ALPS Advisors increased its Oppenheimer Holdings (OPY) stake by 1.4% in Q2 2026, buying an estimated $8.65K and bringing the position to 6,085 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

ALPS Advisors first reported a position in OPY in Q1 2021 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • ALPS Advisors held 6,085 shares of Oppenheimer Holdings worth $642K as of Q2 2026.
  • ALPS Advisors bought 85 Oppenheimer Holdings shares in Q2 2026, an estimated $8.65K.
  • Oppenheimer Holdings made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #846 holding.
  • ALPS Advisors first reported a position in Oppenheimer Holdings in Q1 2021 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.