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 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

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group's OPY Position: Q1 2026 in Review

Bessemer Group held its Oppenheimer Holdings (OPY) position steady in Q1 2026 at 42 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Bessemer Group first reported a position in OPY in Q3 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

Bessemer Group held 42 shares of Oppenheimer Holdings worth $4K as of Q1 2026.
Bessemer Group left its Oppenheimer Holdings share count unchanged in Q1 2026.
Oppenheimer Holdings made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2270 holding.
Bessemer Group first reported a position in Oppenheimer Holdings in Q3 2025 and has held it in 3 quarters since.
116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.