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Arbiter Partners Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Arbiter Partners Capital Management’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 		$7.03M Buy
66,599
+11,600
+21% +$1.18M 3.7% 5
2026
Q1 		$4.91M Hold
54,999
– – 2.81% 7
2025
Q4 		$3.98M Hold
54,999
– – 1.94% 12
2025
Q3 		$4.06M Hold
54,999
– – 2.43% 9
2025
Q2 		$3.62M Hold
54,999
– – 3.18% 7
2025
Q1 		$3.28M Buy
54,999
+5,316
+11% +$344K 2.37% 8
2024
Q4 		$3.18M Buy
49,683
+26,783
+117% +$1.55M 1.97% 9
2024
Q3 		$1.17M Hold
22,900
– – 1.03% 15
2024
Q2 		$1.1M Hold
22,900
– – 1.1% 14
2024
Q1 		$914K Hold
22,900
– – 1.15% 19
2023
Q4 		$946K Hold
22,900
– – 1.08% 22
2023
Q3 		$877K Buy
22,900
+12,900
+129% +$502K 1.12% 27
2023
Q2 		$402K Hold
10,000
– – 0.43% 36
2023
Q1 		$392K Hold
10,000
– – 0.37% 34
2022
Q4 		$423K Hold
10,000
– – 0.37% 38
2022
Q3 		$310K Buy
+10,000
New +$350K 0.2% 32
2016
Q4 		– Sell
-153,250
Closed -$2.19M – 89
2016
Q3 		$2.19M Sell
153,250
-93,425
-38% -$1.45M 0.26% 31
2016
Q2 		$3.81M Sell
246,675
-98,374
-29% -$1.49M 0.49% 28
2016
Q1 		$5.45M Buy
345,049
+32,674
+10% +$487K 1.02% 24
2015
Q4 		$5.43M Buy
312,375
+300
+0.1% +$5.36K 0.7% 28
2015
Q3 		$6.25M Buy
312,075
+55,708
+22% +$1.21M 0.61% 31
2015
Q2 		$6.74M Hold
256,367
– – 0.6% 36
2015
Q1 		$6.01M Buy
256,367
+93,782
+58% +$2.03M 0.52% 38
2014
Q4 		$3.78M Buy
162,585
+9,141
+6% +$209K 0.35% 46
2014
Q3 		$3.11M Buy
153,444
+67,285
+78% +$1.56M 0.31% 50
2014
Q2 		$2.07M Buy
86,159
+16,552
+24% +$407K 0.2% 56
2014
Q1 		$1.95M Hold
69,607
– – 0.22% 55
2013
Q4 		$1.73M Buy
69,607
+502
+0.7% +$10.6K 0.24% 53
2013
Q3 		$1.23M Buy
69,105
+25,018
+57% +$458K 0.29% 52
2013
Q2 		$839K Buy
+44,087
New +$827K 0.12% 57

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

Arbiter Partners Capital Management's OPY Position: Q2 2026 in Review

Arbiter Partners Capital Management increased its Oppenheimer Holdings (OPY) stake by 21% in Q2 2026, buying an estimated $1.18M and bringing the position to 66,599 shares worth $7.03M. The position accounts for 3.7% of the portfolio, ranked #5.

Arbiter Partners Capital Management first reported a position in OPY in Q2 2013 and has held it in 30 quarters since. 121 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Arbiter Partners Capital Management held 66,599 shares of Oppenheimer Holdings worth $7.03M as of Q2 2026.
  • Arbiter Partners Capital Management bought 11,600 Oppenheimer Holdings shares in Q2 2026, an estimated $1.18M.
  • Oppenheimer Holdings made up 3.7% of Arbiter Partners Capital Management's portfolio in Q2 2026, its #5 holding.
  • Arbiter Partners Capital Management first reported a position in Oppenheimer Holdings in Q2 2013 and has held it in 30 quarters since.
  • 121 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Arbiter Partners Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.