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Armstrong Advisory Group’s Oppenheimer Holdings OPY Stock Holding History

Armstrong Advisory Group’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 		$6.33K Hold
60
– – ﹤0.01% 764
2026
Q1 		$5.35K Hold
60
– – ﹤0.01% 779
2025
Q4 		$4.34K Hold
60
– – ﹤0.01% 788
2025
Q3 		$4.43K Hold
60
– – ﹤0.01% 781
2025
Q2 		$3.95K Hold
60
– – ﹤0.01% 773
2025
Q1 		$3.85K Hold
60
– – ﹤0.01% 726
2024
Q4 		$3.85K Buy
+60
New +$3.48K ﹤0.01% 726

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

Armstrong Advisory Group's OPY Position: Q2 2026 in Review

Armstrong Advisory Group held its Oppenheimer Holdings (OPY) position steady in Q2 2026 at 60 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Armstrong Advisory Group first reported a position in OPY in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Armstrong Advisory Group held 60 shares of Oppenheimer Holdings worth $6.33K as of Q2 2026.
  • Armstrong Advisory Group left its Oppenheimer Holdings share count unchanged in Q2 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #764 holding.
  • Armstrong Advisory Group first reported a position in Oppenheimer Holdings in Q4 2024 and has held it in 7 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.