AFC
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
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

Other funds holding OPY

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AFC
Avise Financial Cooperative Los Angeles, California $141M AUM

Ares Financial Consulting's OPY Position: Q2 2026 in Review

Ares Financial Consulting held its Oppenheimer Holdings (OPY) position steady in Q2 2026 at 212 shares worth $22.4K. The position accounts for 0.02% of the portfolio, ranked #390.

Ares Financial Consulting first reported a position in OPY in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Ares Financial Consulting held 212 shares of Oppenheimer Holdings worth $22.4K as of Q2 2026.
  • Ares Financial Consulting left its Oppenheimer Holdings share count unchanged in Q2 2026.
  • Oppenheimer Holdings made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #390 holding.
  • Ares Financial Consulting first reported a position in Oppenheimer Holdings in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.