Ares Financial Consulting
OPY icon

Ares Financial Consulting’s Oppenheimer Holdings OPY Stock Holding History

Ares Financial Consulting’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
Q3 		$25K Hold
212
– – 0.02% 368
2026
Q2 		$22.4K Hold
212
– – 0.02% 390
2026
Q1 		$19K Buy
212
+189
+822% +$15.8K 0.01% 410
2025
Q4 		$1.66K Buy
+23
New +$1.6K ﹤0.01% 686

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Ares Financial Consulting's OPY Position: Q3 2026 in Review

Ares Financial Consulting held its Oppenheimer Holdings (OPY) position steady in Q3 2026 at 212 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #368.

Ares Financial Consulting first reported a position in OPY in Q4 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold OPY as of Q3 2026.

  • Ares Financial Consulting held 212 shares of Oppenheimer Holdings worth $25K as of Q3 2026.
  • Ares Financial Consulting left its Oppenheimer Holdings share count unchanged in Q3 2026.
  • Oppenheimer Holdings made up 0.02% of Ares Financial Consulting's portfolio in Q3 2026, its #368 holding.
  • Ares Financial Consulting first reported a position in Oppenheimer Holdings in Q4 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.