Bessemer Group’s Oppenheimer Holdings OPY Stock Holding History

Bessemer 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	$4K	Hold	42	–	–	﹤0.01%	2318
2026 Q1	$4K	Hold	42	–	–	﹤0.01%	2270
2025 Q4	$3K	Hold	42	–	–	﹤0.01%	2365
2025 Q3	$3K	Buy	+42	New	+$3.04K	﹤0.01%	2254

Other funds holding OPY

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bessemer Group's OPY Position: Q2 2026 in Review

Bessemer Group held its Oppenheimer Holdings (OPY) position steady in Q2 2026 at 42 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Bessemer Group first reported a position in OPY in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

Bessemer Group held 42 shares of Oppenheimer Holdings worth $4K as of Q2 2026.
Bessemer Group left its Oppenheimer Holdings share count unchanged in Q2 2026.
Oppenheimer Holdings made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2318 holding.
Bessemer Group first reported a position in Oppenheimer Holdings in Q3 2025 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.