AAP
OPY icon

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
Q2 		$845 Sell
8
-94
-92% -$9.57K ﹤0.01% 4949
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

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

Arax Advisory Partners's OPY Position: Q2 2026 in Review

Arax Advisory Partners reduced its Oppenheimer Holdings (OPY) stake by 92% in Q2 2026, selling an estimated $9.57K and leaving 8 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #4949.

Arax Advisory Partners first reported a position in OPY in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.5K in Q4 2025. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Arax Advisory Partners held 8 shares of Oppenheimer Holdings worth $845 as of Q2 2026.
  • Arax Advisory Partners sold 94 Oppenheimer Holdings shares in Q2 2026, an estimated $9.57K.
  • Oppenheimer Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4949 holding.
  • Arax Advisory Partners first reported a position in Oppenheimer Holdings in Q3 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Oppenheimer Holdings position peaked at $34.5K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.