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Arax Advisory Partners’s Oppenheimer Holdings OPY Stock Holding History

Arax Advisory Partners’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
Q1 		$89 Sell
102
-376
-79% -$31.5K ﹤0.01% 3626
2025
Q4 		$34.5K Buy
478
+477
+47,700% +$33.2K ﹤0.01% 1818
2025
Q3 		$73 Buy
+1
New +$72 ﹤0.01% 3517

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arax Advisory Partners's OPY Position: Q1 2026 in Review

Arax Advisory Partners reduced its Oppenheimer Holdings (OPY) stake by 79% in Q1 2026, selling an estimated $31.5K and leaving 102 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Arax Advisory Partners first reported a position in OPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $34.5K in Q4 2025. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

  • Arax Advisory Partners held 102 shares of Oppenheimer Holdings worth $89 as of Q1 2026.
  • Arax Advisory Partners sold 376 Oppenheimer Holdings shares in Q1 2026, an estimated $31.5K.
  • Oppenheimer Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3626 holding.
  • Arax Advisory Partners first reported a position in Oppenheimer Holdings in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Oppenheimer Holdings position peaked at $34.5K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.