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Beverly Hills Private Wealth’s Oppenheimer Holdings OPY Stock Holding History

Beverly Hills Private Wealth’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 		$2.21M Sell
20,933
-1,734
-8% -$177K 0.42% 67
2026
Q1 		$2.02M Buy
22,667
+2,433
+12% +$204K 0.34% 82
2025
Q4 		$1.46M Buy
20,234
+801
+4% +$55.8K 0.25% 105
2025
Q3 		$1.44M Sell
19,433
-1,605
-8% -$116K 0.25% 102
2025
Q2 		$1.38M Sell
21,038
-7,992
-28% -$488K 0.26% 101
2025
Q1 		$1.73M Buy
29,030
+1,759
+6% +$114K 0.34% 81
2024
Q4 		$1.75M Buy
27,271
+866
+3% +$50.2K 0.35% 80
2024
Q3 		$1.35M Buy
26,405
+6,555
+33% +$335K 0.27% 101
2024
Q2 		$951K Buy
19,850
+7,094
+56% +$303K 0.21% 119
2024
Q1 		$509K Buy
12,756
+7,763
+155% +$303K 0.12% 190
2023
Q4 		$206K Buy
+4,993
New +$191K 0.05% 316

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

Beverly Hills Private Wealth's OPY Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Oppenheimer Holdings (OPY) stake by 7.6% in Q2 2026, selling an estimated $177K and leaving 20,933 shares worth $2.21M. The position accounts for 0.42% of the portfolio, ranked #67.

Beverly Hills Private Wealth first reported a position in OPY in Q4 2023 and has held it in 11 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Beverly Hills Private Wealth held 20,933 shares of Oppenheimer Holdings worth $2.21M as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,734 Oppenheimer Holdings shares in Q2 2026, an estimated $177K.
  • Oppenheimer Holdings made up 0.42% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Beverly Hills Private Wealth first reported a position in Oppenheimer Holdings in Q4 2023 and has held it in 11 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.